Richardson Financial Services’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
151
+1
| +0.7% | +$105 | 0.01% | 358 |
|
|
2025
Q1 | $13.1K | Sell |
150
-766
| -84% | -$67K | 0.01% | 354 |
|
|
2024
Q4 | $91.9K | Buy |
916
+127
| +16% | +$12.7K | 0.06% | 199 |
|
|
2024
Q3 | $60.5K | Hold |
789
| – | – | 0.04% | 246 |
|
|
2024
Q2 | $60.5K | Sell |
789
-118
| -13% | -$9.05K | 0.04% | 232 |
|
|
2024
Q1 | $77.5K | Sell |
907
-121
| -12% | -$10.3K | 0.05% | 211 |
|
|
2023
Q4 | $74.7K | Buy |
+1,028
| New | +$74.7K | 0.07% | 190 |
|