LPL Financial’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 | $5.42M | Buy |
60,579
+4,133
| +7% | +$370K | ﹤0.01% | 2230 |
|
|
2025
Q1 | $5.38M | Sell |
56,446
-4,404
| -7% | -$419K | ﹤0.01% | 2081 |
|
|
2024
Q4 | $5.16M | Sell |
60,850
-4,396
| -7% | -$373K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $5.78M | Sell |
65,246
-1,109
| -2% | -$98.2K | ﹤0.01% | 1867 |
|
|
2024
Q2 | $5.07M | Buy |
66,355
+640
| +1% | +$48.9K | ﹤0.01% | 1826 |
|
|
2024
Q1 | $4.91M | Buy |
65,715
+13,999
| +27% | +$1.05M | ﹤0.01% | 1791 |
|
|
2023
Q4 | $3.72M | Sell |
51,716
-10,390
| -17% | -$746K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $4.58M | Buy |
62,106
+11,532
| +23% | +$850K | ﹤0.01% | 1646 |
|
|
2023
Q2 | $4.12M | Buy |
50,574
+10,054
| +25% | +$819K | ﹤0.01% | 1690 |
|
|
2023
Q1 | $3.21M | Buy |
40,520
+132
| +0.3% | +$10.5K | ﹤0.01% | 1799 |
|
|
2022
Q4 | $3.07M | Buy |
40,388
+9,538
| +31% | +$725K | ﹤0.01% | 1760 |
|
|
2022
Q3 | $1.99M | Buy |
30,850
+1,284
| +4% | +$82.8K | ﹤0.01% | 1983 |
|
|
2022
Q2 | $2.16M | Sell |
29,566
-3,834
| -11% | -$280K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $2.61M | Buy |
33,400
+4,308
| +15% | +$336K | ﹤0.01% | 1843 |
|
|
2021
Q4 | $2.05M | Buy |
29,092
+5,645
| +24% | +$399K | ﹤0.01% | 2063 |
|
|
2021
Q3 | $1.7M | Sell |
23,447
-3,675
| -14% | -$266K | ﹤0.01% | 2166 |
|
|
2021
Q2 | $2.22M | Sell |
27,122
-1,233
| -4% | -$101K | ﹤0.01% | 1885 |
|
|
2021
Q1 | $2.31M | Buy |
28,355
+11,384
| +67% | +$926K | ﹤0.01% | 1739 |
|
|
2020
Q4 | $1.36M | Buy |
16,971
+3,032
| +22% | +$242K | ﹤0.01% | 1945 |
|
|
2020
Q3 | $1.04M | Buy |
13,939
+1,500
| +12% | +$112K | ﹤0.01% | 1914 |
|
|
2020
Q2 | $912K | Buy |
12,439
+7,044
| +131% | +$516K | ﹤0.01% | 1881 |
|
|
2020
Q1 | $409K | Sell |
5,395
-997
| -16% | -$75.6K | ﹤0.01% | 2226 |
|
|
2019
Q4 | $575K | Buy |
6,392
+453
| +8% | +$40.8K | ﹤0.01% | 2246 |
|
|
2019
Q3 | $576K | Buy |
5,939
+352
| +6% | +$34.1K | ﹤0.01% | 2153 |
|
|
2019
Q2 | $526K | Sell |
5,587
-515
| -8% | -$48.5K | ﹤0.01% | 2237 |
|
|
2019
Q1 | $583K | Sell |
6,102
-688
| -10% | -$65.7K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $579K | Buy |
6,790
+958
| +16% | +$81.7K | ﹤0.01% | 1922 |
|
|
2018
Q3 | $462K | Sell |
5,832
-438
| -7% | -$34.7K | ﹤0.01% | 2288 |
|
|
2018
Q2 | $505K | Buy |
6,270
+476
| +8% | +$38.3K | ﹤0.01% | 2169 |
|
|
2018
Q1 | $462K | Sell |
5,794
-247
| -4% | -$19.7K | ﹤0.01% | 2207 |
|
|
2017
Q4 | $515K | Buy |
6,041
+2,027
| +50% | +$173K | ﹤0.01% | 2036 |
|
|
2017
Q3 | $339K | Buy |
4,014
+319
| +9% | +$26.9K | ﹤0.01% | 2254 |
|
|
2017
Q2 | $315K | Buy |
3,695
+340
| +10% | +$29K | ﹤0.01% | 2252 |
|
|
2017
Q1 | $280K | Sell |
3,355
-1,373
| -29% | -$115K | ﹤0.01% | 2250 |
|
|
2016
Q4 | $366K | Buy |
4,728
+86
| +2% | +$6.66K | ﹤0.01% | 2010 |
|
|
2016
Q3 | $342K | Sell |
4,642
-1,383
| -23% | -$102K | ﹤0.01% | 2020 |
|
|
2016
Q2 | $495K | Sell |
6,025
-4,947
| -45% | -$406K | ﹤0.01% | 1678 |
|
|
2016
Q1 | $816K | Sell |
10,972
-1,192
| -10% | -$88.7K | ﹤0.01% | 1817 |
|
|
2015
Q4 | $784K | Buy |
12,164
+5,674
| +87% | +$366K | ﹤0.01% | 1869 |
|
|
2015
Q3 | $416K | Buy |
6,490
+1,562
| +32% | +$100K | ﹤0.01% | 1950 |
|
|
2015
Q2 | $288K | Sell |
4,928
-1,072
| -18% | -$62.6K | ﹤0.01% | 2338 |
|
|
2015
Q1 | $384K | Sell |
6,000
-1,054
| -15% | -$67.5K | ﹤0.01% | 2047 |
|
|
2014
Q4 | $482K | Buy |
7,054
+784
| +13% | +$53.6K | ﹤0.01% | 1800 |
|
|
2014
Q3 | $344K | Buy |
6,270
+1,233
| +24% | +$67.6K | ﹤0.01% | 2065 |
|
|
2014
Q2 | $291K | Buy |
5,037
+5
| +0.1% | +$289 | ﹤0.01% | 2227 |
|
|
2014
Q1 | $275K | Sell |
5,032
-2,985
| -37% | -$163K | ﹤0.01% | 2186 |
|
|
2013
Q4 | $424K | Buy |
8,017
+2,949
| +58% | +$156K | ﹤0.01% | 1843 |
|
|
2013
Q3 | $281K | Sell |
5,068
-2,373
| -32% | -$132K | ﹤0.01% | 2059 |
|
|
2013
Q2 | $413K | Buy |
+7,441
| New | +$413K | ﹤0.01% | 1697 |
|