Larson Financial Group’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 | $115K | Buy |
1,284
+34
| +3% | +$3.04K | ﹤0.01% | 803 |
|
|
2025
Q1 | $119K | Sell |
1,250
-4,224
| -77% | -$402K | 0.01% | 750 |
|
|
2024
Q4 | $464K | Buy |
5,474
+972
| +22% | +$82.4K | 0.02% | 376 |
|
|
2024
Q3 | $399K | Buy |
4,502
+3,333
| +285% | +$295K | 0.02% | 394 |
|
|
2024
Q2 | $89.3K | Sell |
1,169
-1,402
| -55% | -$107K | 0.01% | 673 |
|
|
2024
Q1 | $192K | Buy |
2,571
+1,541
| +150% | +$115K | 0.01% | 418 |
|
|
2023
Q4 | $74K | Buy |
1,030
+7
| +0.7% | +$503 | 0.01% | 547 |
|
|
2023
Q3 | $75.4K | Buy |
1,023
+1,012
| +9,200% | +$74.6K | 0.01% | 512 |
|
|
2023
Q2 | $896 | Hold |
11
| – | – | ﹤0.01% | 1376 |
|
|
2023
Q1 | $872 | Hold |
11
| – | – | ﹤0.01% | 1364 |
|
|
2022
Q4 | $836 | Hold |
11
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1131 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 911 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 819 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 633 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 646 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 610 |
|
|
2019
Q2 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 559 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 455 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 434 |
|