Pinnacle Financial Partners (Tennessee)’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.52K | Sell |
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|
2025
Q1 | $63.3K | Sell |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $108K | Sell |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $150K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $138K | Hold |
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|
2020
Q3 | $138K | Hold |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $278K | Buy |
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|
2018
Q3 | $141K | Buy |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $76K | Buy |
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