Pinnacle Financial Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.39M | Sell |
10,269
-285
| -3% | -$38.5K | 0.03% | 255 |
|
2024
Q4 | $1.41M | Sell |
10,554
-335
| -3% | -$44.9K | 0.03% | 251 |
|
2024
Q3 | $1.55M | Buy |
10,889
+112
| +1% | +$15.9K | 0.03% | 245 |
|
2024
Q2 | $1.38M | Hold |
10,777
| – | – | 0.03% | 249 |
|
2024
Q1 | $1.41M | Sell |
10,777
-78
| -0.7% | -$10.2K | 0.03% | 244 |
|
2023
Q4 | $1.36M | Sell |
10,855
-91
| -0.8% | -$11.4K | 0.03% | 239 |
|
2023
Q3 | $1.26M | Hold |
10,946
| – | – | 0.03% | 233 |
|
2023
Q2 | $1.34M | Hold |
10,946
| – | – | 0.03% | 224 |
|
2023
Q1 | $1.35M | Hold |
10,946
| – | – | 0.04% | 225 |
|
2022
Q4 | $1.37M | Sell |
10,946
-392
| -3% | -$49K | 0.04% | 220 |
|
2022
Q3 | $1.27M | Sell |
11,338
-1,343
| -11% | -$150K | 0.05% | 218 |
|
2022
Q2 | $1.51M | Sell |
12,681
-1,091
| -8% | -$129K | 0.05% | 205 |
|
2022
Q1 | $1.76M | Sell |
13,772
-3,906
| -22% | -$500K | 0.06% | 199 |
|
2021
Q4 | $2.28M | Buy |
17,678
+287
| +2% | +$37K | 0.07% | 183 |
|
2021
Q3 | $2.04M | Buy |
17,391
+410
| +2% | +$48.2K | 0.07% | 184 |
|
2021
Q2 | $2.08M | Buy |
16,981
+167
| +1% | +$20.4K | 0.08% | 163 |
|
2021
Q1 | $1.96M | Sell |
16,814
-561
| -3% | -$65.3K | 0.09% | 163 |
|
2020
Q4 | $1.81M | Hold |
17,375
| – | – | 0.09% | 174 |
|
2020
Q3 | $1.61M | Sell |
17,375
-6,149
| -26% | -$568K | 0.09% | 168 |
|
2020
Q2 | $2.15M | Sell |
23,524
-7,502
| -24% | -$684K | 0.12% | 146 |
|
2020
Q1 | $2.48M | Sell |
31,026
-2,506
| -7% | -$200K | 0.17% | 128 |
|
2019
Q4 | $3.61M | Buy |
33,532
+690
| +2% | +$74.2K | 0.22% | 121 |
|
2019
Q3 | $3.37M | Buy |
32,842
+56
| +0.2% | +$5.75K | 0.24% | 118 |
|
2019
Q2 | $3.31M | Sell |
32,786
-583
| -2% | -$58.8K | 0.25% | 114 |
|
2019
Q1 | $3.32M | Sell |
33,369
-505
| -1% | -$50.2K | 0.27% | 109 |
|
2018
Q4 | $3.03M | Buy |
33,874
+248
| +0.7% | +$22.2K | 0.29% | 105 |
|
2018
Q3 | $3.29M | Sell |
33,626
-113
| -0.3% | -$11.1K | 0.28% | 108 |
|
2018
Q2 | $3.13M | Buy |
33,739
+835
| +3% | +$77.4K | 0.3% | 101 |
|
2018
Q1 | $3M | Sell |
32,904
-1,410
| -4% | -$129K | 0.3% | 100 |
|
2017
Q4 | $3.24M | Buy |
34,314
+7,328
| +27% | +$692K | 0.34% | 84 |
|
2017
Q3 | $2.46M | Buy |
26,986
+231
| +0.9% | +$21.1K | 0.32% | 94 |
|
2017
Q2 | $2.38M | Buy |
26,755
+22,011
| +464% | +$1.96M | 0.34% | 91 |
|
2017
Q1 | $418K | Sell |
4,744
-100
| -2% | -$8.81K | 0.08% | 182 |
|
2016
Q4 | $414K | Buy |
4,844
+1,180
| +32% | +$101K | 0.09% | 179 |
|
2016
Q3 | $315K | Hold |
3,664
| – | – | 0.07% | 207 |
|
2016
Q2 | $315K | Buy |
+3,664
| New | +$315K | 0.07% | 200 |
|