LPL Financial’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 | $6.98M | Buy |
69,290
+3,572
| +5% | +$345K | ﹤0.01% | 2334 |
|
|
2025
Q4 | $5.83M | Sell |
65,718
-294
| -0.4% | -$26.3K | ﹤0.01% | 2400 |
|
|
2025
Q3 | $5.92M | Buy |
66,012
+5,433
| +9% | +$489K | ﹤0.01% | 2319 |
|
|
2025
Q2 | $5.42M | Buy |
60,579
+4,133
| +7% | +$378K | ﹤0.01% | 2237 |
|
|
2025
Q1 | $5.38M | Sell |
56,446
-4,404
| -7% | -$393K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $5.16M | Sell |
60,850
-4,396
| -7% | -$390K | ﹤0.01% | 2059 |
|
|
2024
Q3 | $5.78M | Sell |
65,246
-1,109
| -2% | -$94.7K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $5.07M | Buy |
66,355
+640
| +1% | +$48.3K | ﹤0.01% | 1833 |
|
|
2024
Q1 | $4.91M | Buy |
65,715
+13,999
| +27% | +$986K | ﹤0.01% | 1797 |
|
|
2023
Q4 | $3.72M | Sell |
51,716
-10,390
| -17% | -$763K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $4.58M | Buy |
62,106
+11,532
| +23% | +$915K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $4.12M | Buy |
50,574
+10,054
| +25% | +$802K | ﹤0.01% | 1694 |
|
|
2023
Q1 | $3.21M | Buy |
40,520
+132
| +0.3% | +$9.96K | ﹤0.01% | 1802 |
|
|
2022
Q4 | $3.07M | Buy |
40,388
+9,538
| +31% | +$682K | ﹤0.01% | 1762 |
|
|
2022
Q3 | $1.99M | Buy |
30,850
+1,284
| +4% | +$94.6K | ﹤0.01% | 1986 |
|
|
2022
Q2 | $2.16M | Sell |
29,566
-3,834
| -11% | -$287K | ﹤0.01% | 1965 |
|
|
2022
Q1 | $2.61M | Buy |
33,400
+4,308
| +15% | +$308K | ﹤0.01% | 1848 |
|
|
2021
Q4 | $2.05M | Buy |
29,092
+5,645
| +24% | +$379K | ﹤0.01% | 2070 |
|
|
2021
Q3 | $1.7M | Sell |
23,447
-3,675
| -14% | -$291K | ﹤0.01% | 2176 |
|
|
2021
Q2 | $2.22M | Sell |
27,122
-1,233
| -4% | -$104K | ﹤0.01% | 1890 |
|
|
2021
Q1 | $2.31M | Buy |
28,355
+11,384
| +67% | +$880K | ﹤0.01% | 1742 |
|
|
2020
Q4 | $1.36M | Buy |
16,971
+3,032
| +22% | +$250K | ﹤0.01% | 1950 |
|
|
2020
Q3 | $1.04M | Buy |
13,939
+1,500
| +12% | +$115K | ﹤0.01% | 1923 |
|
|
2020
Q2 | $912K | Buy |
12,439
+7,044
| +131% | +$532K | ﹤0.01% | 1891 |
|
|
2020
Q1 | $409K | Sell |
5,395
-997
| -16% | -$90.4K | ﹤0.01% | 2230 |
|
|
2019
Q4 | $575K | Buy |
6,392
+453
| +8% | +$40.9K | ﹤0.01% | 2250 |
|
|
2019
Q3 | $576K | Buy |
5,939
+352
| +6% | +$33.2K | ﹤0.01% | 2156 |
|
|
2019
Q2 | $526K | Sell |
5,587
-515
| -8% | -$49.1K | ﹤0.01% | 2243 |
|
|
2019
Q1 | $583K | Sell |
6,102
-688
| -10% | -$62.1K | ﹤0.01% | 2093 |
|
|
2018
Q4 | $579K | Buy |
6,790
+958
| +16% | +$82.5K | ﹤0.01% | 1934 |
|
|
2018
Q3 | $462K | Sell |
5,832
-438
| -7% | -$35.2K | ﹤0.01% | 2298 |
|
|
2018
Q2 | $505K | Buy |
6,270
+476
| +8% | +$37.2K | ﹤0.01% | 2184 |
|
|
2018
Q1 | $462K | Sell |
5,794
-247
| -4% | -$19.4K | ﹤0.01% | 2224 |
|
|
2017
Q4 | $515K | Buy |
6,041
+2,027
| +50% | +$179K | ﹤0.01% | 2051 |
|
|
2017
Q3 | $339K | Buy |
4,014
+319
| +9% | +$28K | ﹤0.01% | 2264 |
|
|
2017
Q2 | $315K | Buy |
3,695
+340
| +10% | +$29.3K | ﹤0.01% | 2257 |
|
|
2017
Q1 | $280K | Sell |
3,355
-1,373
| -29% | -$110K | ﹤0.01% | 2250 |
|
|
2016
Q4 | $366K | Buy |
4,728
+86
| +2% | +$6.45K | ﹤0.01% | 2010 |
|
|
2016
Q3 | $342K | Sell |
4,642
-1,383
| -23% | -$108K | ﹤0.01% | 2022 |
|
|
2016
Q2 | $495K | Sell |
6,025
-4,947
| -45% | -$369K | ﹤0.01% | 1678 |
|
|
2016
Q1 | $816K | Sell |
10,972
-1,192
| -10% | -$81.5K | ﹤0.01% | 1817 |
|
|
2015
Q4 | $784K | Buy |
12,164
+5,674
| +87% | +$361K | ﹤0.01% | 1869 |
|
|
2015
Q3 | $416K | Buy |
6,490
+1,562
| +32% | +$95.5K | ﹤0.01% | 1950 |
|
|
2015
Q2 | $288K | Sell |
4,928
-1,072
| -18% | -$64.6K | ﹤0.01% | 2338 |
|
|
2015
Q1 | $384K | Sell |
6,000
-1,054
| -15% | -$70.3K | ﹤0.01% | 2047 |
|
|
2014
Q4 | $482K | Buy |
7,054
+784
| +13% | +$48.7K | ﹤0.01% | 1800 |
|
|
2014
Q3 | $344K | Buy |
6,270
+1,233
| +24% | +$68.7K | ﹤0.01% | 2065 |
|
|
2014
Q2 | $291K | Buy |
5,037
+5
| +0.1% | +$277 | ﹤0.01% | 2227 |
|
|
2014
Q1 | $275K | Sell |
5,032
-2,985
| -37% | -$160K | ﹤0.01% | 2186 |
|
|
2013
Q4 | $424K | Buy |
8,017
+2,949
| +58% | +$162K | ﹤0.01% | 1843 |
|
|
2013
Q3 | $281K | Sell |
5,068
-2,373
| -32% | -$133K | ﹤0.01% | 2059 |
|
|
2013
Q2 | $413K | Buy |
+7,441
| New | +$432K | ﹤0.01% | 1697 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
