Orion Portfolio Solutions’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
Q1 | $2.17M | Buy |
22,827
+354
| +2% | +$33.7K | 0.02% | 664 |
|
|
2024
Q4 | $1.91M | Sell |
22,473
-20
| -0.1% | -$1.7K | 0.02% | 729 |
|
|
2024
Q3 | $1.99M | Buy |
22,493
+2,177
| +11% | +$193K | 0.02% | 692 |
|
|
2024
Q2 | $1.55M | Buy |
20,316
+5,044
| +33% | +$385K | 0.02% | 771 |
|
|
2024
Q1 | $1.14M | Buy |
15,272
+2,658
| +21% | +$199K | 0.01% | 932 |
|
|
2023
Q4 | $940K | Sell |
12,614
-22,295
| -64% | -$1.66M | 0.01% | 974 |
|
|
2023
Q3 | $2.57M | Sell |
34,909
-379
| -1% | -$27.9K | 0.03% | 502 |
|
|
2023
Q2 | $2.87M | Buy |
35,288
+21,111
| +149% | +$1.72M | 0.03% | 499 |
|
|
2023
Q1 | $1.12M | Buy |
+14,177
| New | +$1.12M | 0.01% | 820 |
|
|
2020
Q3 | – | Sell |
-1,466
| Closed | -$107K | – | 1611 |
|
|
2020
Q2 | $107K | Sell |
1,466
-1,136
| -44% | -$82.9K | 0.01% | 541 |
|
|
2020
Q1 | $197K | Buy |
2,602
+1,015
| +64% | +$76.8K | 0.01% | 319 |
|
|
2019
Q4 | $143K | Buy |
+1,587
| New | +$143K | 0.01% | 357 |
|