Prestige Wealth Management Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64K	Buy	19 +7	+58%	+$651	﹤0.01%	776
2025 Q4	$1.15K	Hold	12	–	–	﹤0.01%	854
2025 Q3	$1.13K	Hold	12	–	–	﹤0.01%	838
2025 Q2	$1.32K	Hold	12	–	–	﹤0.01%	814
2025 Q1	$1.27K	Hold	12	–	–	﹤0.01%	815
2024 Q4	$1.37K	Hold	12	–	–	﹤0.01%	836
2024 Q3	$1.18K	Hold	12	–	–	﹤0.01%	861
2024 Q2	$961	Hold	12	–	–	﹤0.01%	836
2024 Q1	$1.03K	Hold	12	–	–	﹤0.01%	863
2023 Q4	$1.05K	Hold	12	–	–	﹤0.01%	855
2023 Q3	$805	Hold	12	–	–	﹤0.01%	908
2023 Q2	$680	Hold	12	–	–	﹤0.01%	951
2023 Q1	$662	Sell	12 -36	-75%	-$2.53K	﹤0.01%	941
2022 Q4	$3.52K	Buy	+48	New	+$3.85K	﹤0.01%	708
2020 Q4	–	Sell	-383	Closed	-$14K	–	1009
2020 Q3	$14K	Hold	383	–	–	﹤0.01%	393
2020 Q2	$16K	Sell	383 -129	-25%	-$5.12K	0.01%	365
2020 Q1	$19K	Sell	512 -3,517	-87%	-$190K	0.01%	286
2019 Q4	$257K	Sell	4,029 -1,189	-23%	-$71.8K	0.14%	100
2019 Q3	$297K	Sell	5,218 -172	-3%	-$9.62K	0.17%	88
2019 Q2	$310K	Sell	5,390 -1,410	-21%	-$79.4K	0.19%	86
2019 Q1	$372K	Buy	6,800 +128	+2%	+$7.07K	0.23%	81
2018 Q4	$308K	Buy	+6,672	New	+$354K	0.23%	79