KLI
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Kelman-Lazarov Inc’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Kelman-Lazarov Inc’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,180
Closed -$312K – 112
2024
Q3 		$312K Buy
+3,180
New +$293K 0.05% 88
2017
Q1 		– Sell
-500
Closed -$34.6K – 210
2016
Q4 		$34.6K Hold
500
– – 0.02% 188
2016
Q3 		$27.1K Hold
500
– – 0.02% 226
2016
Q2 		$24.2K Hold
500
– – 0.01% 223
2016
Q1 		$24K Buy
+500
New +$23.9K 0.01% 234

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