Pinnacle Financial Partners’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $63.3K | Sell |
53
-31
| -37% | -$37K | ﹤0.01% | 480 |
|
|
2024
Q4 | $108K | Hold |
84
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $108K | Sell |
84
-19
| -18% | -$24.4K | ﹤0.01% | 461 |
|
|
2024
Q2 | $126K | Hold |
103
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $126K | Hold |
103
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $123K | Sell |
103
-27
| -21% | -$32.3K | ﹤0.01% | 424 |
|
|
2023
Q3 | $145K | Hold |
130
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $150K | Hold |
130
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $153K | Hold |
130
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $154K | Hold |
130
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $157K | Hold |
130
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $158K | Buy |
+130
| New | +$158K | 0.01% | 353 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$194K | – | 487 |
|
|
2021
Q4 | $194K | Buy |
+130
| New | +$194K | 0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-103
| Closed | -$138K | – | 471 |
|
|
2020
Q4 | $138K | Hold |
103
| – | – | 0.01% | 349 |
|
|
2020
Q3 | $138K | Hold |
103
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $134K | Hold |
103
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $131K | Sell |
103
-120
| -54% | -$153K | 0.01% | 320 |
|
|
2019
Q4 | $323K | Hold |
223
| – | – | 0.02% | 298 |
|
|
2019
Q3 | $340K | Hold |
223
| – | – | 0.02% | 276 |
|
|
2019
Q2 | $304K | Hold |
223
| – | – | 0.02% | 278 |
|
|
2019
Q1 | $288K | Buy |
223
+3
| +1% | +$3.87K | 0.02% | 289 |
|
|
2018
Q4 | $278K | Buy |
220
+111
| +102% | +$140K | 0.03% | 270 |
|
|
2018
Q3 | $141K | Buy |
109
+50
| +85% | +$64.7K | 0.01% | 338 |
|
|
2018
Q2 | $74K | Hold |
59
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $76K | Buy |
+59
| New | +$76K | 0.01% | 332 |
|