Raymond James Financial Services Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35M | Buy |
15,282
+1,867
| +14% | +$165K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $1.02M | Sell |
13,415
-2,769
| -17% | -$211K | ﹤0.01% | 2070 |
|
|
2024
Q1 | $1.21M | Sell |
16,184
-2,178
| -12% | -$163K | ﹤0.01% | 1947 |
|
|
2023
Q4 | $1.32M | Sell |
18,362
-4,374
| -19% | -$314K | ﹤0.01% | 1814 |
|
|
2023
Q3 | $1.68M | Sell |
22,736
-146
| -0.6% | -$10.8K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $1.86M | Sell |
22,882
-3,004
| -12% | -$245K | ﹤0.01% | 1541 |
|
|
2023
Q1 | $2.05M | Buy |
25,886
+1,881
| +8% | +$149K | ﹤0.01% | 1474 |
|
|
2022
Q4 | $1.83M | Buy |
24,005
+934
| +4% | +$71K | ﹤0.01% | 1490 |
|
|
2022
Q3 | $1.49M | Sell |
23,071
-1,813
| -7% | -$117K | ﹤0.01% | 1590 |
|
|
2022
Q2 | $1.82M | Sell |
24,884
-13,661
| -35% | -$999K | ﹤0.01% | 1489 |
|
|
2022
Q1 | $3.01M | Sell |
38,545
-659
| -2% | -$51.5K | 0.01% | 1267 |
|
|
2021
Q4 | $2.77M | Buy |
39,204
+12,761
| +48% | +$901K | 0.01% | 1332 |
|
|
2021
Q3 | $1.91M | Buy |
26,443
+6,252
| +31% | +$452K | ﹤0.01% | 1508 |
|
|
2021
Q2 | $1.66M | Buy |
20,191
+344
| +2% | +$28.2K | ﹤0.01% | 1604 |
|
|
2021
Q1 | $1.62M | Buy |
19,847
+1,853
| +10% | +$151K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $1.44M | Sell |
17,994
-13,192
| -42% | -$1.05M | ﹤0.01% | 1482 |
|
|
2020
Q3 | $2.33M | Buy |
31,186
+1,042
| +3% | +$77.7K | 0.01% | 1090 |
|
|
2020
Q2 | $2.21M | Buy |
30,144
+12,086
| +67% | +$886K | 0.01% | 1076 |
|
|
2020
Q1 | $1.37M | Sell |
18,058
-3,250
| -15% | -$246K | 0.01% | 1060 |
|
|
2019
Q4 | $1.92M | Buy |
21,308
+3,739
| +21% | +$336K | 0.01% | 1186 |
|
|
2019
Q3 | $1.71M | Buy |
17,569
+1,943
| +12% | +$189K | 0.01% | 1188 |
|
|
2019
Q2 | $1.47M | Sell |
15,626
-1,336
| -8% | -$126K | 0.01% | 1273 |
|
|
2019
Q1 | $1.62M | Sell |
16,962
-146
| -0.9% | -$14K | 0.01% | 1178 |
|
|
2018
Q4 | $1.46M | Buy |
17,108
+301
| +2% | +$25.7K | 0.01% | 1067 |
|
|
2018
Q3 | $1.33M | Buy |
16,807
+8,885
| +112% | +$704K | 0.01% | 1300 |
|
|
2018
Q2 | $638K | Buy |
7,922
+336
| +4% | +$27.1K | ﹤0.01% | 1703 |
|
|
2018
Q1 | $605K | Buy |
+7,586
| New | +$605K | ﹤0.01% | 1605 |
|
|
2017
Q4 | – | Sell |
-7,839
| Closed | -$663K | – | 2620 |
|
|
2017
Q3 | $663K | Sell |
7,839
-95
| -1% | -$8.04K | ﹤0.01% | 1558 |
|
|
2017
Q2 | $676K | Buy |
7,934
+962
| +14% | +$82K | ﹤0.01% | 1510 |
|
|
2017
Q1 | $581K | Buy |
6,972
+272
| +4% | +$22.7K | ﹤0.01% | 1491 |
|
|
2016
Q4 | $523K | Sell |
6,700
-1,868
| -22% | -$146K | ﹤0.01% | 1503 |
|
|
2016
Q3 | $651K | Sell |
8,568
-201
| -2% | -$15.3K | 0.01% | 1354 |
|
|
2016
Q2 | $711K | Buy |
8,769
+175
| +2% | +$14.2K | 0.01% | 1227 |
|
|
2016
Q1 | $645K | Sell |
8,594
-3,390
| -28% | -$254K | 0.01% | 1143 |
|
|
2015
Q4 | $773K | Buy |
+11,984
| New | +$773K | 0.01% | 1019 |
|