Legacy Capital Group California’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
Q1 | – | Sell |
-9,462
| Closed | -$802K | – | 347 |
|
|
2024
Q4 | $802K | Sell |
9,462
-62
| -0.7% | -$5.26K | 0.24% | 107 |
|
|
2024
Q3 | $844K | Sell |
9,524
-563
| -6% | -$49.9K | 0.28% | 101 |
|
|
2024
Q2 | $770K | Buy |
10,087
+98
| +1% | +$7.49K | 0.28% | 106 |
|
|
2024
Q1 | $746K | Sell |
9,989
-1,203
| -11% | -$89.9K | 0.28% | 124 |
|
|
2023
Q4 | $804K | Sell |
11,192
-67
| -0.6% | -$4.81K | 0.31% | 92 |
|
|
2023
Q3 | $830K | Buy |
11,259
+37
| +0.3% | +$2.73K | 0.36% | 80 |
|
|
2023
Q2 | $914K | Buy |
11,222
+383
| +4% | +$31.2K | 0.38% | 69 |
|
|
2023
Q1 | $859K | Buy |
+10,839
| New | +$859K | 0.42% | 63 |
|