Larson Financial Group’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193K | Buy |
1,914
+229
| +14% | +$22.1K | 0.01% | 734 |
|
|
2025
Q4 | $149K | Buy |
1,685
+338
| +25% | +$30.3K | 0.01% | 788 |
|
|
2025
Q3 | $121K | Buy |
1,347
+63
| +5% | +$5.67K | ﹤0.01% | 845 |
|
|
2025
Q2 | $115K | Buy |
1,284
+34
| +3% | +$3.11K | ﹤0.01% | 807 |
|
|
2025
Q1 | $119K | Sell |
1,250
-4,224
| -77% | -$377K | 0.01% | 755 |
|
|
2024
Q4 | $464K | Buy |
5,474
+972
| +22% | +$86.3K | 0.02% | 378 |
|
|
2024
Q3 | $399K | Buy |
4,502
+3,333
| +285% | +$285K | 0.02% | 397 |
|
|
2024
Q2 | $89.3K | Sell |
1,169
-1,402
| -55% | -$106K | 0.01% | 675 |
|
|
2024
Q1 | $192K | Buy |
2,571
+1,541
| +150% | +$109K | 0.01% | 419 |
|
|
2023
Q4 | $74K | Buy |
1,030
+7
| +0.7% | +$514 | 0.01% | 548 |
|
|
2023
Q3 | $75.4K | Buy |
1,023
+1,012
| +9,200% | +$80.3K | 0.01% | 512 |
|
|
2023
Q2 | $896 | Hold |
11
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q1 | $872 | Hold |
11
| – | – | ﹤0.01% | 1364 |
|
|
2022
Q4 | $836 | Hold |
11
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$823 | ﹤0.01% | 1132 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 914 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 824 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 744 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 635 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 646 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 610 |
|
|
2019
Q2 | $0 | Sell |
5
-2
| -29% | -$191 | ﹤0.01% | 559 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 455 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$603 | ﹤0.01% | 434 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
