RIL
Rothschild Investment LLC’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
24,765
+10
| +0% | +$895 | 0.14% | 141 |
|
|
2025
Q1 | $2.36M | Sell |
24,755
-100
| -0.4% | -$9.53K | 0.16% | 132 |
|
|
2024
Q4 | $2.11M | Sell |
24,855
-272
| -1% | -$23.1K | 0.14% | 138 |
|
|
2024
Q3 | $2.23M | Buy |
25,127
+5
| +0% | +$443 | 0.15% | 131 |
|
|
2024
Q2 | $1.92M | Sell |
25,122
-6
| -0% | -$458 | 0.13% | 141 |
|
|
2024
Q1 | $1.88M | Buy |
25,128
+795
| +3% | +$59.4K | 0.14% | 141 |
|
|
2023
Q4 | $1.75M | Sell |
24,333
-3,370
| -12% | -$242K | 0.15% | 127 |
|
|
2023
Q3 | $2.04M | Sell |
27,703
-1,480
| -5% | -$109K | 0.17% | 127 |
|
|
2023
Q2 | $2.38M | Sell |
29,183
-514
| -2% | -$41.9K | 0.2% | 120 |
|
|
2023
Q1 | $2.35M | Sell |
29,697
-120
| -0.4% | -$9.51K | 0.21% | 118 |
|
|
2022
Q4 | $2.27M | Hold |
29,817
| – | – | 0.21% | 117 |
|
|
2022
Q3 | $1.92M | Sell |
29,817
-350
| -1% | -$22.6K | 0.19% | 127 |
|
|
2022
Q2 | $2.21M | Buy |
30,167
+1,500
| +5% | +$110K | 0.2% | 118 |
|
|
2022
Q1 | $2.24M | Sell |
28,667
-3
| -0% | -$234 | 0.18% | 125 |
|
|
2021
Q4 | $2.02M | Hold |
28,670
| – | – | 0.16% | 136 |
|
|
2021
Q3 | $2.08M | Buy |
28,670
+320
| +1% | +$23.2K | 0.17% | 130 |
|
|
2021
Q2 | $2.32M | Sell |
28,350
-1,000
| -3% | -$82K | 0.18% | 121 |
|
|
2021
Q1 | $2.39M | Buy |
29,350
+2,503
| +9% | +$204K | 0.21% | 112 |
|
|
2020
Q4 | $2.15M | Buy |
26,847
+2,095
| +8% | +$167K | 0.21% | 109 |
|
|
2020
Q3 | $1.85M | Buy |
24,752
+12,115
| +96% | +$903K | 0.2% | 111 |
|
|
2020
Q2 | $926K | Hold |
12,637
| – | – | 0.11% | 170 |
|
|
2020
Q1 | $958K | Buy |
12,637
+1,000
| +9% | +$75.8K | 0.13% | 170 |
|
|
2019
Q4 | $1.05M | Hold |
11,637
| – | – | 0.1% | 193 |
|
|
2019
Q3 | $1.13M | Hold |
11,637
| – | – | 0.13% | 152 |
|
|
2019
Q2 | $1.1M | Hold |
11,637
| – | – | 0.13% | 157 |
|
|
2019
Q1 | $1.11M | Sell |
11,637
-350
| -3% | -$33.4K | 0.13% | 161 |
|
|
2018
Q4 | $1.02M | Hold |
11,987
| – | – | 0.14% | 147 |
|
|
2018
Q3 | $949K | Hold |
11,987
| – | – | 0.11% | 167 |
|
|
2018
Q2 | $966K | Hold |
11,987
| – | – | 0.12% | 167 |
|
|
2018
Q1 | $957K | Hold |
11,987
| – | – | 0.12% | 170 |
|
|
2017
Q4 | $1.02M | Buy |
11,987
+400
| +3% | +$34.1K | 0.11% | 193 |
|
|
2017
Q3 | $980K | Sell |
11,587
-1,500
| -11% | -$127K | 0.11% | 200 |
|
|
2017
Q2 | $1.11M | Hold |
13,087
| – | – | 0.13% | 194 |
|
|
2017
Q1 | $1.09M | Sell |
13,087
-320
| -2% | -$26.7K | 0.13% | 188 |
|
|
2016
Q4 | $1.05M | Buy |
13,407
+67
| +0.5% | +$5.23K | 0.13% | 183 |
|
|
2016
Q3 | $1.01M | Buy |
13,340
+1,000
| +8% | +$76K | 0.12% | 178 |
|
|
2016
Q2 | $1M | Hold |
12,340
| – | – | 0.13% | 172 |
|
|
2016
Q1 | $926K | Hold |
12,340
| – | – | 0.12% | 187 |
|
|
2015
Q4 | $796K | Sell |
12,340
-200
| -2% | -$12.9K | 0.1% | 213 |
|
|
2015
Q3 | $804K | Hold |
12,540
| – | – | 0.11% | 205 |
|
|
2015
Q2 | $713K | Sell |
12,540
-600
| -5% | -$34.1K | 0.08% | 246 |
|
|
2015
Q1 | $838K | Sell |
13,140
-17,320
| -57% | -$1.1M | 0.1% | 210 |
|
|
2014
Q4 | $2.08M | Sell |
30,460
-28,200
| -48% | -$1.93M | 0.25% | 97 |
|
|
2014
Q3 | $3.21M | Hold |
58,660
| – | – | 0.39% | 63 |
|
|
2014
Q2 | $3.39M | Buy |
58,660
+46,800
| +395% | +$2.71M | 0.43% | 63 |
|
|
2014
Q1 | $648K | Sell |
11,860
-300
| -2% | -$16.4K | 0.09% | 224 |
|
|
2013
Q4 | $644K | Buy |
12,160
+320
| +3% | +$16.9K | 0.09% | 230 |
|
|
2013
Q3 | $648K | Buy |
11,840
+2,000
| +20% | +$109K | 0.1% | 208 |
|
|
2013
Q2 | $546K | Buy |
+9,840
| New | +$546K | 0.09% | 221 |
|