Pinnacle Financial Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.35M | Sell |
29,973
-3,267
| -10% | -$256K | 0.05% | 214 |
|
|
2024
Q4 | $2.54M | Buy |
33,240
+250
| +0.8% | +$19.1K | 0.05% | 207 |
|
|
2024
Q3 | $2.66M | Sell |
32,990
-318
| -1% | -$25.7K | 0.05% | 203 |
|
|
2024
Q2 | $2.25M | Sell |
33,308
-149
| -0.4% | -$10.1K | 0.05% | 214 |
|
|
2024
Q1 | $2.2M | Buy |
33,457
+315
| +1% | +$20.7K | 0.05% | 213 |
|
|
2023
Q4 | $2.1M | Buy |
33,142
+10,478
| +46% | +$664K | 0.05% | 210 |
|
|
2023
Q3 | $1.34M | Buy |
22,664
+9,684
| +75% | +$571K | 0.03% | 230 |
|
|
2023
Q2 | $849K | Buy |
12,980
+189
| +1% | +$12.4K | 0.02% | 253 |
|
|
2023
Q1 | $866K | Sell |
12,791
-11,409
| -47% | -$772K | 0.02% | 256 |
|
|
2022
Q4 | $1.71M | Buy |
24,200
+4,666
| +24% | +$329K | 0.05% | 214 |
|
|
2022
Q3 | $1.28M | Buy |
19,534
+3,883
| +25% | +$254K | 0.05% | 217 |
|
|
2022
Q2 | $1.1M | Sell |
15,651
-1,502
| -9% | -$105K | 0.04% | 226 |
|
|
2022
Q1 | $1.28M | Buy |
17,153
+1,030
| +6% | +$76.7K | 0.04% | 223 |
|
|
2021
Q4 | $1.15M | Sell |
16,123
-215
| -1% | -$15.4K | 0.04% | 227 |
|
|
2021
Q3 | $1.04M | Sell |
16,338
-257
| -2% | -$16.4K | 0.04% | 224 |
|
|
2021
Q2 | $1.05M | Buy |
16,595
+2,247
| +16% | +$142K | 0.04% | 211 |
|
|
2021
Q1 | $919K | Sell |
14,348
-16,275
| -53% | -$1.04M | 0.04% | 210 |
|
|
2020
Q4 | $1.92M | Buy |
30,623
+19,309
| +171% | +$1.21M | 0.09% | 166 |
|
|
2020
Q3 | $672K | Sell |
11,314
-320
| -3% | -$19K | 0.04% | 222 |
|
|
2020
Q2 | $657K | Sell |
11,634
-3,407
| -23% | -$192K | 0.04% | 219 |
|
|
2020
Q1 | $833K | Sell |
15,041
-3,074
| -17% | -$170K | 0.06% | 201 |
|
|
2019
Q4 | $1.17M | Buy |
18,115
+367
| +2% | +$23.7K | 0.07% | 191 |
|
|
2019
Q3 | $1.15M | Sell |
17,748
-2,959
| -14% | -$192K | 0.08% | 184 |
|
|
2019
Q2 | $1.24M | Buy |
20,707
+250
| +1% | +$14.9K | 0.09% | 176 |
|
|
2019
Q1 | $1.19M | Sell |
20,457
-595
| -3% | -$34.6K | 0.1% | 176 |
|
|
2018
Q4 | $1.11M | Buy |
21,052
+796
| +4% | +$42.1K | 0.11% | 168 |
|
|
2018
Q3 | $1.07M | Sell |
20,256
-820
| -4% | -$43.2K | 0.09% | 177 |
|
|
2018
Q2 | $1.1M | Buy |
21,076
+11,850
| +128% | +$616K | 0.1% | 171 |
|
|
2018
Q1 | $467K | Sell |
9,226
-18,798
| -67% | -$952K | 0.05% | 221 |
|
|
2017
Q4 | $1.48M | Buy |
28,024
+2,181
| +8% | +$115K | 0.16% | 143 |
|
|
2017
Q3 | $1.37M | Buy |
25,843
+3,819
| +17% | +$203K | 0.18% | 126 |
|
|
2017
Q2 | $1.14M | Buy |
+22,024
| New | +$1.14M | 0.16% | 140 |
|
|
2016
Q4 | – | Sell |
-12,307
| Closed | -$640K | – | 288 |
|
|
2016
Q3 | $640K | Hold |
12,307
| – | – | 0.14% | 151 |
|
|
2016
Q2 | $640K | Buy |
12,307
+3,854
| +46% | +$200K | 0.15% | 148 |
|
|
2016
Q1 | $420K | Buy |
+8,453
| New | +$420K | 0.11% | 170 |
|
|
2015
Q2 | – | Sell |
-69
| Closed | -$3K | – | 240 |
|
|
2015
Q1 | $3K | Sell |
69
-5,628
| -99% | -$245K | ﹤0.01% | 230 |
|
|
2014
Q4 | $270K | Sell |
5,697
-19,915
| -78% | -$944K | 0.09% | 170 |
|
|
2014
Q3 | $1.08M | Buy |
25,612
+8,415
| +49% | +$354K | 0.41% | 76 |
|
|
2014
Q2 | $761K | Buy |
+17,197
| New | +$761K | 0.3% | 92 |
|