Ropes Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-344
| Closed | -$22K | – | 639 |
|
|
2020
Q4 | $22K | Sell |
344
-336
| -49% | -$21.5K | ﹤0.01% | 473 |
|
|
2020
Q3 | $24K | Hold |
680
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $29K | Hold |
680
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $26K | Hold |
680
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $44K | Sell |
680
-708
| -51% | -$45.8K | 0.01% | 344 |
|
|
2019
Q3 | $79K | Sell |
1,388
-100
| -7% | -$5.69K | 0.02% | 296 |
|
|
2019
Q2 | $86K | Hold |
1,488
| – | – | 0.02% | 289 |
|
|
2019
Q1 | $81K | Hold |
1,488
| – | – | 0.02% | 286 |
|
|
2018
Q4 | $69K | Sell |
1,488
-57
| -4% | -$2.64K | 0.02% | 285 |
|
|
2018
Q3 | $93K | Sell |
1,545
-315
| -17% | -$19K | 0.02% | 283 |
|
|
2018
Q2 | $114K | Sell |
1,860
-230
| -11% | -$14.1K | 0.03% | 274 |
|
|
2018
Q1 | $134K | Sell |
2,090
-92
| -4% | -$5.9K | 0.04% | 244 |
|
|
2017
Q4 | $145K | Sell |
2,182
-92
| -4% | -$6.11K | 0.04% | 237 |
|
|
2017
Q3 | $152K | Sell |
2,274
-66
| -3% | -$4.41K | 0.04% | 236 |
|
|
2017
Q2 | $147K | Hold |
2,340
| – | – | 0.04% | 236 |
|
|
2017
Q1 | $155K | Sell |
2,340
-514
| -18% | -$34K | 0.04% | 235 |
|
|
2016
Q4 | $198K | Buy |
2,854
+2,074
| +266% | +$144K | 0.06% | 202 |
|
|
2016
Q3 | $42K | Buy |
+780
| New | +$42K | 0.01% | 294 |
|