Neo Ivy Capital Management’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 | – | Sell |
-5,866
| Closed | -$559K | – | 447 |
|
|
2025
Q1 | $559K | Buy |
+5,866
| New | +$559K | 0.18% | 175 |
|
|
2024
Q3 | – | Sell |
-1,072
| Closed | -$82K | – | 368 |
|
|
2024
Q2 | $82K | Buy |
+1,072
| New | +$82K | 0.02% | 209 |
|
|
2023
Q4 | $172K | Buy |
+2,388
| New | +$172K | 0.38% | 87 |
|
|
2023
Q3 | – | Sell |
-4,413
| Closed | -$359K | – | 429 |
|
|
2023
Q2 | $359K | Buy |
+4,413
| New | +$359K | 0.19% | 172 |
|
|
2022
Q4 | $481K | Buy |
6,330
+6,190
| +4,421% | +$470K | 0.33% | 157 |
|
|
2022
Q3 | $9K | Sell |
140
-542
| -79% | -$34.8K | 0.02% | 326 |
|
|
2022
Q2 | $49K | Buy |
+682
| New | +$49K | 0.13% | 234 |
|
|
2021
Q3 | – | Sell |
-115
| Closed | -$9K | – | 600 |
|
|
2021
Q2 | $9K | Sell |
115
-975
| -89% | -$76.3K | 0.01% | 397 |
|
|
2021
Q1 | $89K | Buy |
+1,090
| New | +$89K | 0.1% | 260 |
|
|
2019
Q3 | – | Sell |
-6,691
| Closed | -$630K | – | 370 |
|
|
2019
Q2 | $630K | Buy |
6,691
+988
| +17% | +$93K | 0.36% | 140 |
|
|
2019
Q1 | $545K | Sell |
5,703
-7,521
| -57% | -$719K | 0.31% | 146 |
|
|
2018
Q4 | $1.13M | Buy |
+13,224
| New | +$1.13M | 0.89% | 9 |
|