JBR Co Financial Management’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 | $237K | Sell |
2,650
-250
| -9% | -$22.4K | 0.12% | 104 |
|
|
2025
Q1 | $276K | Sell |
2,900
-125
| -4% | -$11.9K | 0.16% | 97 |
|
|
2024
Q4 | $256K | Sell |
3,025
-500
| -14% | -$42.4K | 0.16% | 92 |
|
|
2024
Q3 | $312K | Hold |
3,525
| – | – | 0.2% | 84 |
|
|
2024
Q2 | $269K | Hold |
3,525
| – | – | 0.19% | 85 |
|
|
2024
Q1 | $263K | Sell |
3,525
-100
| -3% | -$7.47K | 0.21% | 80 |
|
|
2023
Q4 | $260K | Buy |
+3,625
| New | +$260K | 0.24% | 72 |
|