Rothschild Investment LLC’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
6,988
-1
| -0% | -$110 | 0.05% | 254 |
|
|
2025
Q1 | $741K | Buy |
6,989
+1
| +0% | +$106 | 0.05% | 270 |
|
|
2024
Q4 | $799K | Hold |
6,988
| – | – | 0.05% | 269 |
|
|
2024
Q3 | $685K | Hold |
6,988
| – | – | 0.04% | 297 |
|
|
2024
Q2 | $559K | Hold |
6,988
| – | – | 0.04% | 311 |
|
|
2024
Q1 | $600K | Buy |
6,988
+6,742
| +2,741% | +$579K | 0.04% | 299 |
|
|
2023
Q4 | $21.5K | Sell |
246
-6,797
| -97% | -$593K | ﹤0.01% | 847 |
|
|
2023
Q3 | $472K | Sell |
7,043
-80
| -1% | -$5.36K | 0.04% | 302 |
|
|
2023
Q2 | $404K | Buy |
7,123
+55
| +0.8% | +$3.12K | 0.03% | 330 |
|
|
2023
Q1 | $390K | Hold |
7,068
| – | – | 0.03% | 329 |
|
|
2022
Q4 | $518K | Sell |
7,068
-20
| -0.3% | -$1.47K | 0.05% | 287 |
|
|
2022
Q3 | $575K | Hold |
7,088
| – | – | 0.06% | 265 |
|
|
2022
Q2 | $512K | Hold |
7,088
| – | – | 0.05% | 290 |
|
|
2022
Q1 | $653K | Buy |
7,088
+161
| +2% | +$14.8K | 0.05% | 281 |
|
|
2021
Q4 | $661K | Buy |
6,927
+64
| +0.9% | +$6.11K | 0.05% | 285 |
|
|
2021
Q3 | $645K | Buy |
6,863
+60
| +0.9% | +$5.64K | 0.05% | 269 |
|
|
2021
Q2 | $601K | Sell |
6,803
-200
| -3% | -$17.7K | 0.05% | 290 |
|
|
2021
Q1 | $621K | Buy |
7,003
+897
| +15% | +$79.5K | 0.05% | 278 |
|
|
2020
Q4 | $393K | Sell |
6,106
-777
| -11% | -$50K | 0.04% | 321 |
|
|
2020
Q3 | $245K | Buy |
6,883
+456
| +7% | +$16.2K | 0.03% | 361 |
|
|
2020
Q2 | $270K | Sell |
6,427
-1,684
| -21% | -$70.7K | 0.03% | 333 |
|
|
2020
Q1 | $304K | Sell |
8,111
-103
| -1% | -$3.86K | 0.04% | 310 |
|
|
2019
Q4 | $526K | Buy |
+8,214
| New | +$526K | 0.05% | 287 |
|