HBK Sorce Advisory’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221K | Buy |
2,230
+3
| +0.1% | +$289 | ﹤0.01% | 579 |
|
|
2025
Q4 | $208K | Buy |
+2,227
| New | +$199K | ﹤0.01% | 585 |
|
|
2024
Q1 | – | Sell |
-14,573
| Closed | -$1.05M | – | 622 |
|
|
2023
Q4 | $1.05M | Sell |
14,573
-752
| -5% | -$55.3K | 0.04% | 199 |
|
|
2023
Q3 | $1.13M | Sell |
15,325
-194
| -1% | -$15.4K | 0.05% | 175 |
|
|
2023
Q2 | $1.26M | Sell |
15,519
-727
| -4% | -$58K | 0.05% | 174 |
|
|
2023
Q1 | $1.29M | Sell |
16,246
-20,810
| -56% | -$1.57M | 0.06% | 173 |
|
|
2022
Q4 | $2.82M | Buy |
37,056
+23,934
| +182% | +$1.71M | 0.08% | 155 |
|
|
2022
Q3 | $847K | Buy |
13,122
+7,055
| +116% | +$520K | 0.06% | 185 |
|
|
2022
Q2 | $444K | Buy |
6,067
+569
| +10% | +$42.6K | 0.03% | 260 |
|
|
2022
Q1 | $429K | Buy |
5,498
+461
| +9% | +$33K | 0.02% | 323 |
|
|
2021
Q4 | $356K | Buy |
5,037
+1,560
| +45% | +$105K | 0.02% | 409 |
|
|
2021
Q3 | $252K | Sell |
3,477
-4,256
| -55% | -$337K | 0.01% | 485 |
|
|
2021
Q2 | $634K | Sell |
7,733
-66
| -0.8% | -$5.58K | 0.04% | 284 |
|
|
2021
Q1 | $634K | Sell |
7,799
-857
| -10% | -$66.3K | 0.04% | 258 |
|
|
2020
Q4 | $692K | Buy |
8,656
+3,352
| +63% | +$276K | 0.04% | 228 |
|
|
2020
Q3 | $395K | Buy |
+5,304
| New | +$406K | 0.03% | 299 |
|
|
2020
Q2 | – | Sell |
-4,121
| Closed | -$312K | – | 453 |
|
|
2020
Q1 | $312K | Buy |
4,121
+1,077
| +35% | +$97.7K | 0.03% | 289 |
|
|
2019
Q4 | $274K | Buy |
3,044
+454
| +18% | +$41K | 0.02% | 360 |
|
|
2019
Q3 | $251K | Buy |
2,590
+157
| +6% | +$14.8K | 0.02% | 355 |
|
|
2019
Q2 | $229K | Buy |
2,433
+182
| +8% | +$17.3K | 0.02% | 360 |
|
|
2019
Q1 | $215K | Buy |
+2,251
| New | +$203K | 0.02% | 398 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
