LFA
Legacy Financial Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,345
-8
| -0.3% | -$883 | 0.04% | 293 |
|
|
2025
Q1 | $250K | Sell |
2,353
-61
| -3% | -$6.47K | 0.04% | 306 |
|
|
2024
Q4 | $276K | Buy |
2,414
+122
| +5% | +$14K | 0.05% | 284 |
|
|
2024
Q3 | $225K | Buy |
+2,292
| New | +$225K | 0.04% | 320 |
|
|
2024
Q1 | – | Sell |
-2,295
| Closed | -$200K | – | 333 |
|
|
2023
Q4 | $200K | Buy |
+2,295
| New | +$200K | 0.04% | 286 |
|
|
2022
Q2 | – | Sell |
-2,285
| Closed | -$210K | – | 251 |
|
|
2022
Q1 | $210K | Hold |
2,285
| – | – | 0.05% | 227 |
|
|
2021
Q4 | $218K | Buy |
2,285
+6
| +0.3% | +$572 | 0.05% | 192 |
|
|
2021
Q3 | $214K | Buy |
+2,279
| New | +$214K | 0.05% | 173 |
|
|
2021
Q2 | – | Sell |
-2,273
| Closed | -$202K | – | 180 |
|
|
2021
Q1 | $202K | Buy |
+2,273
| New | +$202K | 0.06% | 155 |
|
|
2019
Q2 | – | Sell |
-149
| Closed | -$8K | – | 694 |
|
|
2019
Q1 | $8K | Buy |
149
+32
| +27% | +$1.72K | ﹤0.01% | 673 |
|
|
2018
Q4 | $5K | Buy |
117
+5
| +4% | +$214 | ﹤0.01% | 742 |
|
|
2018
Q3 | $6K | Buy |
112
+63
| +129% | +$3.38K | ﹤0.01% | 659 |
|
|
2018
Q2 | $3K | Buy |
49
+39
| +390% | +$2.39K | ﹤0.01% | 790 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 884 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 850 |
|