Heritage Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,009	Closed	-$135K	–	586
2023 Q3	$135K	Sell	2,009 -652	-25%	-$43.7K	0.01%	230
2023 Q2	$151K	Sell	2,661 -480	-15%	-$27.2K	0.01%	226
2023 Q1	$173K	Hold	3,141	–	–	0.01%	215
2022 Q4	$231K	Buy	+3,141	New	+$231K	0.01%	195