Pathstone Family Office’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
Q3 | $382K | Buy |
5,694
+1,742
| +44% | +$117K | ﹤0.01% | 1173 |
|
|
2023
Q2 | $224K | Buy |
+3,952
| New | +$224K | ﹤0.01% | 1093 |
|
|
2023
Q1 | – | Sell |
-8,820
| Closed | -$526K | – | 1425 |
|
|
2022
Q4 | $526K | Buy |
8,820
+1,639
| +23% | +$97.8K | ﹤0.01% | 1070 |
|
|
2022
Q3 | $582K | Buy |
+7,181
| New | +$582K | 0.01% | 1011 |
|
|
2022
Q2 | – | Sell |
-1,727
| Closed | -$394K | – | 1109 |
|
|
2022
Q1 | $394K | Buy |
+1,727
| New | +$394K | 0.01% | 638 |
|
|
2020
Q4 | – | Sell |
-5,022
| Closed | -$178K | – | 1283 |
|
|
2020
Q3 | $178K | Buy |
+5,022
| New | +$178K | 0.02% | 212 |
|
|
2019
Q2 | – | Sell |
-90
| Closed | -$5K | – | 832 |
|
|
2019
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 599 |
|