Horizon Investments’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $157K | Buy |
1,776
+144
| +9% | +$12.8K | ﹤0.01% | 908 |
|
2025
Q1 | $154K | Buy |
1,632
+79
| +5% | +$7.45K | ﹤0.01% | 577 |
|
2024
Q4 | $130K | Buy |
1,553
+12
| +0.8% | +$1.01K | ﹤0.01% | 595 |
|
2024
Q3 | $135K | Sell |
1,541
-478
| -24% | -$41.9K | ﹤0.01% | 585 |
|
2024
Q2 | $153K | Buy |
2,019
+24
| +1% | +$1.81K | ﹤0.01% | 590 |
|
2024
Q1 | $147K | Buy |
1,995
+134
| +7% | +$9.9K | ﹤0.01% | 595 |
|
2023
Q4 | $132K | Sell |
1,861
-121
| -6% | -$8.58K | ﹤0.01% | 589 |
|
2023
Q3 | $144K | Sell |
1,982
-61
| -3% | -$4.44K | ﹤0.01% | 577 |
|
2023
Q2 | $165K | Sell |
2,043
-260
| -11% | -$21K | ﹤0.01% | 566 |
|
2023
Q1 | $181K | Sell |
2,303
-1,660
| -42% | -$130K | 0.01% | 535 |
|
2022
Q4 | $298K | Buy |
+3,963
| New | +$298K | 0.01% | 461 |
|
2021
Q3 | – | Sell |
-2,892
| Closed | -$235K | – | 504 |
|
2021
Q2 | $235K | Sell |
2,892
-1,228
| -30% | -$99.8K | 0.01% | 426 |
|
2021
Q1 | $335K | Buy |
+4,120
| New | +$335K | 0.01% | 364 |
|
2020
Q2 | – | Sell |
-24,002
| Closed | -$1.8M | – | 444 |
|
2020
Q1 | $1.8M | Buy |
24,002
+21,715
| +949% | +$1.63M | 0.09% | 84 |
|
2019
Q4 | $206K | Buy |
+2,287
| New | +$206K | 0.01% | 506 |
|
2019
Q3 | – | Sell |
-3,043
| Closed | -$286K | – | 514 |
|
2019
Q2 | $286K | Sell |
3,043
-11,394
| -79% | -$1.07M | 0.01% | 393 |
|
2019
Q1 | $1.37M | Sell |
14,437
-5,304
| -27% | -$503K | 0.05% | 152 |
|
2018
Q4 | $1.68M | Buy |
+19,741
| New | +$1.68M | 0.09% | 111 |
|
2018
Q3 | – | Sell |
-10,307
| Closed | -$823K | – | 277 |
|
2018
Q2 | $823K | Sell |
10,307
-4,401
| -30% | -$351K | 0.04% | 145 |
|
2018
Q1 | $1.17M | Buy |
14,708
+6,720
| +84% | +$536K | 0.05% | 99 |
|
2017
Q4 | $677K | Buy |
7,988
+1,099
| +16% | +$93.1K | 0.04% | 127 |
|
2017
Q3 | $584K | Buy |
6,889
+206
| +3% | +$17.5K | 0.03% | 119 |
|
2017
Q2 | $566K | Buy |
+6,683
| New | +$566K | 0.03% | 116 |
|