Jones Financial Companies’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 | $382K | Buy |
4,314
+1,973
| +84% | +$175K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $220K | Buy |
2,341
+1,266
| +118% | +$119K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $91.1K | Buy |
1,075
+466
| +77% | +$39.5K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $53.8K | Buy |
609
+294
| +93% | +$25.9K | ﹤0.01% | 1609 |
|
|
2024
Q2 | $24.1K | Buy |
+315
| New | +$24.1K | ﹤0.01% | 1487 |
|
|
2023
Q2 | – | Sell |
-350
| Closed | -$27.7K | – | 576 |
|
|
2023
Q1 | $27.7K | Buy |
+350
| New | +$27.7K | ﹤0.01% | 393 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$5K | – | 819 |
|
|
2022
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 585 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$2K | – | 757 |
|
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 744 |
|