Pinnacle Financial Partners’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$459K Buy
9,721
+111
+1% +$5.24K 0.01% 339
2024
Q4
$447K Sell
9,610
-109
-1% -$5.07K 0.01% 334
2024
Q3
$462K Sell
9,719
-12
-0.1% -$571 0.01% 329
2024
Q2
$369K Sell
9,731
-283
-3% -$10.7K 0.01% 353
2024
Q1
$403K Sell
10,014
-470
-4% -$18.9K 0.01% 342
2023
Q4
$410K Buy
10,484
+501
+5% +$19.6K 0.01% 326
2023
Q3
$344K Sell
9,983
-97
-1% -$3.34K 0.01% 328
2023
Q2
$407K Sell
10,080
-137
-1% -$5.54K 0.01% 314
2023
Q1
$398K Buy
10,217
+351
+4% +$13.7K 0.01% 318
2022
Q4
$393K Buy
9,866
+104
+1% +$4.15K 0.01% 310
2022
Q3
$393K Buy
9,762
+52
+0.5% +$2.09K 0.01% 294
2022
Q2
$503K Buy
9,710
+102
+1% +$5.28K 0.02% 270
2022
Q1
$542K Sell
9,608
-103
-1% -$5.81K 0.02% 274
2021
Q4
$452K Buy
9,711
+343
+4% +$16K 0.01% 300
2021
Q3
$450K Buy
9,368
+1,213
+15% +$58.3K 0.02% 285
2021
Q2
$404K Buy
8,155
+155
+2% +$7.68K 0.02% 287
2021
Q1
$366K Buy
8,000
+303
+4% +$13.9K 0.02% 281
2020
Q4
$313K Sell
7,697
-34
-0.4% -$1.38K 0.02% 294
2020
Q3
$325K Buy
7,731
+122
+2% +$5.13K 0.02% 277
2020
Q2
$326K Buy
7,609
+111
+1% +$4.76K 0.02% 273
2020
Q1
$332K Buy
7,498
+362
+5% +$16K 0.02% 265
2019
Q4
$380K Hold
7,136
0.02% 287
2019
Q3
$370K Buy
7,136
+261
+4% +$13.5K 0.03% 266
2019
Q2
$340K Hold
6,875
0.03% 268
2019
Q1
$309K Hold
6,875
0.02% 276
2018
Q4
$245K Hold
6,875
0.02% 289
2018
Q3
$278K Hold
6,875
0.02% 290
2018
Q2
$297K Hold
6,875
0.03% 262
2018
Q1
$284K Sell
6,875
-1,715
-20% -$70.8K 0.03% 267
2017
Q4
$418K Buy
8,590
+3,090
+56% +$150K 0.04% 224
2017
Q3
$272K Hold
5,500
0.03% 244
2017
Q2
$262K Buy
+5,500
New +$262K 0.04% 259