Palisades Hudson Asset Management’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,815
| Closed | -$280K | – | 102 |
|
2022
Q4 | $280K | Buy |
3,815
+10
| +0.3% | +$734 | 0.15% | 80 |
|
2022
Q3 | $309K | Buy |
3,805
+10
| +0.3% | +$812 | 0.19% | 68 |
|
2022
Q2 | $274K | Buy |
3,795
+10
| +0.3% | +$722 | 0.15% | 75 |
|
2022
Q1 | $348K | Buy |
3,785
+9
| +0.2% | +$827 | 0.16% | 75 |
|
2021
Q4 | $361K | Buy |
3,776
+7
| +0.2% | +$669 | 0.15% | 75 |
|
2021
Q3 | $355K | Buy |
3,769
+7
| +0.2% | +$659 | 0.16% | 73 |
|
2021
Q2 | $332K | Buy |
3,762
+7
| +0.2% | +$618 | 0.15% | 75 |
|
2021
Q1 | $333K | Hold |
3,755
| – | – | 0.16% | 74 |
|
2020
Q4 | $242K | Buy |
+3,755
| New | +$242K | 0.13% | 91 |
|
2020
Q1 | – | Sell |
-3,755
| Closed | -$240K | – | 102 |
|
2019
Q4 | $240K | Hold |
3,755
| – | – | 0.15% | 90 |
|
2019
Q3 | $213K | Hold |
3,755
| – | – | 0.15% | 92 |
|
2019
Q2 | $216K | Hold |
3,755
| – | – | 0.15% | 92 |
|
2019
Q1 | $205K | Buy |
+3,755
| New | +$205K | 0.13% | 98 |
|