LRI Investments’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 | $14.6K | Hold |
163
| – | – | ﹤0.01% | 765 |
|
|
2025
Q1 | $15.5K | Hold |
163
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $13.8K | Sell |
163
-2,335
| -93% | -$198K | ﹤0.01% | 726 |
|
|
2024
Q3 | $227K | Buy |
2,498
+163
| +7% | +$14.8K | 0.02% | 251 |
|
|
2024
Q2 | $178K | Hold |
2,335
| – | – | 0.02% | 273 |
|
|
2024
Q1 | $174K | Buy |
+2,335
| New | +$174K | 0.04% | 139 |
|