Mount Yale Investment Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Buy |
+346
| New | +$38.2K | ﹤0.01% | 888 |
|
|
2022
Q4 | – | Sell |
-3,814
| Closed | -$309K | – | 484 |
|
|
2022
Q3 | $309K | Buy |
3,814
+2
| +0.1% | +$162 | 0.04% | 336 |
|
|
2022
Q2 | $276K | Buy |
3,812
+249
| +7% | +$18K | 0.03% | 372 |
|
|
2022
Q1 | $328K | Sell |
3,563
-32
| -0.9% | -$2.95K | 0.04% | 348 |
|
|
2021
Q4 | $343K | Buy |
3,595
+555
| +18% | +$53K | 0.04% | 339 |
|
|
2021
Q3 | $286K | Buy |
3,040
+53
| +2% | +$4.99K | 0.03% | 360 |
|
|
2021
Q2 | $264K | Buy |
+2,987
| New | +$264K | 0.03% | 349 |
|