Pinnacle Financial Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-120
| Closed | -$37K | – | 541 |
|
2024
Q2 | $37K | Hold |
120
| – | – | ﹤0.01% | 490 |
|
2024
Q1 | $37K | Hold |
120
| – | – | ﹤0.01% | 485 |
|
2023
Q4 | $34.3K | Hold |
120
| – | – | ﹤0.01% | 469 |
|
2023
Q3 | $28.1K | Hold |
120
| – | – | ﹤0.01% | 455 |
|
2023
Q2 | $23.5K | Hold |
120
| – | – | ﹤0.01% | 468 |
|
2023
Q1 | $24.4K | Hold |
120
| – | – | ﹤0.01% | 462 |
|
2022
Q4 | $26K | Hold |
120
| – | – | ﹤0.01% | 450 |
|
2022
Q3 | $25K | Buy |
+120
| New | +$25K | ﹤0.01% | 444 |
|
2017
Q3 | – | Sell |
-253
| Closed | -$20K | – | 396 |
|
2017
Q2 | $20K | Buy |
+253
| New | +$20K | ﹤0.01% | 392 |
|