Pinnacle Financial Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,033
| Closed | -$270K | – | 538 |
|
|
2024
Q4 | $270K | Buy |
2,033
+31
| +2% | +$4.11K | 0.01% | 390 |
|
|
2024
Q3 | $271K | Sell |
2,002
-460
| -19% | -$62.3K | 0.01% | 390 |
|
|
2024
Q2 | $302K | Sell |
2,462
-87
| -3% | -$10.7K | 0.01% | 368 |
|
|
2024
Q1 | $321K | Sell |
2,549
-351
| -12% | -$44.2K | 0.01% | 370 |
|
|
2023
Q4 | $331K | Sell |
2,900
-828
| -22% | -$94.4K | 0.01% | 354 |
|
|
2023
Q3 | $378K | Buy |
3,728
+621
| +20% | +$63K | 0.01% | 318 |
|
|
2023
Q2 | $333K | Sell |
3,107
-931
| -23% | -$99.9K | 0.01% | 328 |
|
|
2023
Q1 | $409K | Sell |
4,038
-6,038
| -60% | -$611K | 0.01% | 314 |
|
|
2022
Q4 | $990K | Buy |
10,076
+6,534
| +184% | +$642K | 0.03% | 245 |
|
|
2022
Q3 | $293K | Buy |
3,542
+3,028
| +589% | +$250K | 0.01% | 314 |
|
|
2022
Q2 | $45K | Hold |
514
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $53K | Hold |
514
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $54K | Hold |
514
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $50K | Sell |
514
-580
| -53% | -$56.4K | ﹤0.01% | 410 |
|
|
2021
Q2 | $112K | Hold |
1,094
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $97K | Sell |
1,094
-17,195
| -94% | -$1.52M | ﹤0.01% | 353 |
|
|
2020
Q4 | $1.61M | Buy |
18,289
+17,195
| +1,572% | +$1.51M | 0.08% | 179 |
|
|
2020
Q3 | $84K | Hold |
1,094
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $75K | Buy |
1,094
+272
| +33% | +$18.6K | ﹤0.01% | 334 |
|
|
2020
Q1 | $49K | Buy |
822
+308
| +60% | +$18.4K | ﹤0.01% | 343 |
|
|
2019
Q4 | $42K | Buy |
+514
| New | +$42K | ﹤0.01% | 396 |
|
|
2019
Q2 | – | Sell |
-514
| Closed | -$39K | – | 471 |
|
|
2019
Q1 | $39K | Buy |
+514
| New | +$39K | ﹤0.01% | 365 |
|
|
2018
Q4 | – | Sell |
-4,581
| Closed | -$359K | – | 425 |
|
|
2018
Q3 | $359K | Sell |
4,581
-12,272
| -73% | -$962K | 0.03% | 259 |
|
|
2018
Q2 | $1.21M | Sell |
16,853
-1,066
| -6% | -$76.3K | 0.11% | 166 |
|
|
2018
Q1 | $1.33M | Sell |
17,919
-1,639
| -8% | -$122K | 0.14% | 157 |
|
|
2017
Q4 | $1.48M | Buy |
19,558
+11,204
| +134% | +$848K | 0.16% | 142 |
|
|
2017
Q3 | $594K | Sell |
8,354
-1,718
| -17% | -$122K | 0.08% | 180 |
|
|
2017
Q2 | $686K | Buy |
10,072
+229
| +2% | +$15.6K | 0.1% | 179 |
|
|
2017
Q1 | $640K | Buy |
+9,843
| New | +$640K | 0.13% | 154 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$17K | – | 289 |
|
|
2016
Q1 | $17K | Sell |
300
-5,745
| -95% | -$326K | ﹤0.01% | 241 |
|
|
2015
Q4 | $320K | Buy |
6,045
+5,745
| +1,915% | +$304K | 0.1% | 187 |
|
|
2015
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 229 |
|
|
2015
Q2 | $16K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2015
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 218 |
|