KFP
Keystone Financial Planning’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
13,355
-68,023
| -84% | -$6.09M | 0.36% | 31 |
|
|
2025
Q1 | $7.75M | Sell |
81,378
-1,209
| -1% | -$115K | 2.31% | 10 |
|
|
2024
Q4 | $7M | Sell |
82,587
-154
| -0.2% | -$13.1K | 2.17% | 11 |
|
|
2024
Q3 | $7.33M | Sell |
82,741
-1,315
| -2% | -$116K | 2.22% | 10 |
|
|
2024
Q2 | $6.42M | Sell |
84,056
-92
| -0.1% | -$7.03K | 2.12% | 11 |
|
|
2024
Q1 | $6.29M | Sell |
84,148
-1,627
| -2% | -$122K | 2.04% | 16 |
|
|
2023
Q4 | $6.16M | Sell |
85,775
-691
| -0.8% | -$49.6K | 2.04% | 15 |
|
|
2023
Q3 | $6.37M | Sell |
86,466
-2,237
| -3% | -$165K | 2.23% | 13 |
|
|
2023
Q2 | $7.23M | Sell |
88,703
-693
| -0.8% | -$56.5K | 2.42% | 9 |
|
|
2023
Q1 | $7.08M | Sell |
89,396
-860
| -1% | -$68.1K | 2.41% | 14 |
|
|
2022
Q4 | $6.86M | Sell |
90,256
-699
| -0.8% | -$53.2K | 2.31% | 15 |
|
|
2022
Q3 | $5.87M | Buy |
90,955
+893
| +1% | +$57.6K | 2.26% | 18 |
|
|
2022
Q2 | $6.59M | Sell |
90,062
-494
| -0.5% | -$36.1K | 2.31% | 17 |
|
|
2022
Q1 | $7.07M | Sell |
90,556
-921
| -1% | -$71.9K | 2.37% | 17 |
|
|
2021
Q4 | $6.46M | Sell |
91,477
-1,770
| -2% | -$125K | 2.2% | 21 |
|
|
2021
Q3 | $6.75M | Buy |
93,247
+5,254
| +6% | +$380K | 2.45% | 14 |
|
|
2021
Q2 | $7.21M | Sell |
87,993
-1,754
| -2% | -$144K | 2.61% | 14 |
|
|
2021
Q1 | $7.3M | Buy |
89,747
+3,568
| +4% | +$290K | 2.72% | 15 |
|
|
2020
Q4 | $6.89M | Buy |
86,179
+1,336
| +2% | +$107K | 2.86% | 16 |
|
|
2020
Q3 | $6.33M | Buy |
84,843
+16,914
| +25% | +$1.26M | 3.06% | 15 |
|
|
2020
Q2 | $4.98M | Buy |
67,929
+65,209
| +2,397% | +$4.78M | 2.46% | 24 |
|
|
2020
Q1 | $206K | Buy |
+2,720
| New | +$206K | 0.12% | 44 |
|