OPA
Old Port Advisors’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
3,210
-810
| -20% | -$72.5K | 0.08% | 191 |
|
|
2025
Q1 | $383K | Sell |
4,020
-124
| -3% | -$11.8K | 0.11% | 158 |
|
|
2024
Q4 | $351K | Sell |
4,144
-170
| -4% | -$14.4K | 0.1% | 169 |
|
|
2024
Q3 | $382K | Sell |
4,314
-109
| -2% | -$9.66K | 0.11% | 169 |
|
|
2024
Q2 | $338K | Sell |
4,423
-1,756
| -28% | -$134K | 0.1% | 174 |
|
|
2024
Q1 | $462K | Sell |
6,179
-1,677
| -21% | -$125K | 0.14% | 146 |
|
|
2023
Q4 | $564K | Sell |
7,856
-1,350
| -15% | -$97K | 0.19% | 134 |
|
|
2023
Q3 | $678K | Buy |
+9,206
| New | +$678K | 0.25% | 120 |
|
|
2023
Q1 | $945K | Sell |
11,808
-1,829
| -13% | -$146K | 0.34% | 101 |
|
|
2022
Q4 | $1.04M | Sell |
13,637
-2,998
| -18% | -$228K | 0.39% | 90 |
|
|
2022
Q3 | $1.09M | Buy |
16,635
+722
| +5% | +$47.1K | 0.43% | 87 |
|
|
2022
Q2 | $1.14M | Buy |
15,913
+1,535
| +11% | +$110K | 0.44% | 83 |
|
|
2022
Q1 | $1.14M | Buy |
14,378
+1,178
| +9% | +$93.4K | 0.39% | 87 |
|
|
2021
Q4 | $926K | Buy |
13,200
+686
| +5% | +$48.1K | 0.31% | 100 |
|
|
2021
Q3 | $928K | Buy |
12,514
+2,738
| +28% | +$203K | 0.34% | 101 |
|
|
2021
Q2 | $823K | Buy |
+9,776
| New | +$823K | 0.3% | 103 |
|