IFP Advisors’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 | $467K | Sell |
4,634
-133
| -3% | -$12.8K | 0.01% | 997 |
|
|
2025
Q4 | $423K | Buy |
4,767
+732
| +18% | +$65.6K | 0.01% | 1001 |
|
|
2025
Q3 | $362K | Buy |
4,035
+306
| +8% | +$27.5K | 0.01% | 995 |
|
|
2025
Q2 | $451K | Sell |
3,729
-333
| -8% | -$30.5K | 0.01% | 875 |
|
|
2025
Q1 | $387K | Buy |
4,062
+156
| +4% | +$13.9K | 0.01% | 861 |
|
|
2024
Q4 | $332K | Buy |
3,906
+1,334
| +52% | +$118K | 0.01% | 903 |
|
|
2024
Q3 | $228K | Sell |
2,572
-661
| -20% | -$56.4K | 0.01% | 1027 |
|
|
2024
Q2 | $247K | Buy |
3,233
+629
| +24% | +$47.5K | 0.01% | 936 |
|
|
2024
Q1 | $195K | Buy |
2,604
+811
| +45% | +$57.1K | 0.01% | 1011 |
|
|
2023
Q4 | $129K | Sell |
1,793
-672
| -27% | -$49.4K | 0.01% | 1150 |
|
|
2023
Q3 | $182K | Buy |
2,465
+670
| +37% | +$53.2K | 0.01% | 1011 |
|
|
2023
Q2 | $146K | Sell |
1,795
-1,359
| -43% | -$108K | 0.01% | 1164 |
|
|
2023
Q1 | $208K | Sell |
3,154
-728
| -19% | -$54.9K | 0.01% | 932 |
|
|
2022
Q4 | $262K | Sell |
3,882
-4,847
| -56% | -$346K | 0.01% | 1209 |
|
|
2022
Q3 | $581K | Buy |
8,729
+654
| +8% | +$48.2K | 0.02% | 853 |
|
|
2022
Q2 | $539K | Hold |
8,075
| – | – | 0.02% | 815 |
|
|
2022
Q1 | $539K | Buy |
8,075
+3,183
| +65% | +$228K | 0.02% | 815 |
|
|
2021
Q4 | $346K | Buy |
4,892
+3,869
| +378% | +$260K | 0.01% | 726 |
|
|
2021
Q3 | $73K | Buy |
1,023
+72
| +8% | +$5.71K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $78K | Buy |
951
+794
| +506% | +$67.1K | ﹤0.01% | 1342 |
|
|
2021
Q1 | $13K | Sell |
157
-4
| -2% | -$309 | ﹤0.01% | 2031 |
|
|
2020
Q4 | $13K | Buy |
161
+4
| +3% | +$330 | ﹤0.01% | 1959 |
|
|
2020
Q3 | $12K | Hold |
157
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q2 | $12K | Sell |
157
-20
| -11% | -$1.51K | ﹤0.01% | 1756 |
|
|
2020
Q1 | $15K | Buy |
177
+27
| +18% | +$2.45K | ﹤0.01% | 1613 |
|
|
2019
Q4 | $13K | Sell |
150
-52
| -26% | -$4.69K | ﹤0.01% | 1803 |
|
|
2019
Q3 | $20K | Buy |
+202
| New | +$19K | ﹤0.01% | 1764 |
|
|
2019
Q1 | $34K | Sell |
356
-1,773
| -83% | -$160K | ﹤0.01% | 1128 |
|
|
2018
Q4 | $181K | Hold |
2,129
| – | – | 0.01% | 909 |
|
|
2018
Q3 | $169K | Hold |
2,129
| – | – | 0.01% | 1173 |
|
|
2018
Q2 | $172K | Buy |
2,129
+226
| +12% | +$17.7K | 0.01% | 1149 |
|
|
2018
Q1 | $162K | Hold |
1,903
| – | – | 0.01% | 1092 |
|
|
2017
Q4 | $162K | Sell |
1,903
-727
| -28% | -$64.2K | 0.01% | 1099 |
|
|
2017
Q3 | $222K | Sell |
2,630
-100
| -4% | -$8.76K | 0.01% | 1083 |
|
|
2017
Q2 | $232K | Buy |
2,730
+200
| +8% | +$17.2K | 0.01% | 1035 |
|
|
2017
Q1 | $211K | Buy |
2,530
+438
| +21% | +$35K | 0.01% | 1090 |
|
|
2016
Q4 | $163K | Sell |
2,092
-9
| -0.4% | -$675 | 0.01% | 1161 |
|
|
2016
Q3 | $160K | Buy |
2,101
+10
| +0.5% | +$779 | 0.01% | 1115 |
|
|
2016
Q2 | $169K | Buy |
2,091
+1,735
| +487% | +$129K | 0.01% | 1062 |
|
|
2016
Q1 | $34K | Sell |
356
-2,498
| -88% | -$171K | ﹤0.01% | 1128 |
|
|
2015
Q4 | $184K | Buy |
+2,854
| New | +$182K | 0.01% | 864 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
