Independent Advisor Alliance’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,559
| Closed | -$316K | – | 640 |
|
|
2021
Q1 | $316K | Sell |
3,559
-2,812
| -44% | -$250K | 0.02% | 478 |
|
|
2020
Q4 | $410K | Buy |
+6,371
| New | +$410K | 0.03% | 380 |
|
|
2020
Q3 | – | Sell |
-5,113
| Closed | -$215K | – | 517 |
|
|
2020
Q2 | $215K | Buy |
+5,113
| New | +$215K | 0.02% | 423 |
|
|
2020
Q1 | – | Sell |
-5,156
| Closed | -$330K | – | 716 |
|
|
2019
Q4 | $330K | Sell |
5,156
-716
| -12% | -$45.8K | 0.01% | 652 |
|
|
2019
Q3 | $333K | Buy |
5,872
+16
| +0.3% | +$907 | 0.04% | 314 |
|
|
2019
Q2 | $337K | Buy |
5,856
+15
| +0.3% | +$863 | 0.05% | 278 |
|
|
2019
Q1 | $319K | Buy |
5,841
+14
| +0.2% | +$765 | 0.04% | 300 |
|
|
2018
Q4 | $269K | Sell |
5,827
-62
| -1% | -$2.86K | 0.05% | 310 |
|
|
2018
Q3 | $346K | Sell |
5,889
-101
| -2% | -$5.93K | 0.06% | 229 |
|
|
2018
Q2 | $363K | Buy |
5,990
+86
| +1% | +$5.21K | 0.08% | 211 |
|
|
2018
Q1 | $375K | Buy |
5,904
+11
| +0.2% | +$699 | 0.08% | 220 |
|
|
2017
Q4 | $395K | Buy |
5,893
+11
| +0.2% | +$737 | 0.09% | 211 |
|
|
2017
Q3 | $394K | Buy |
5,882
+3
| +0.1% | +$201 | 0.11% | 170 |
|
|
2017
Q2 | $371K | Buy |
+5,879
| New | +$371K | 0.12% | 172 |
|