SMA
Sage Mountain Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
36,223
+25
| +0.1% | +$2.76K | 0.26% | 52 |
|
|
2025
Q1 | $3.84M | Hold |
36,198
| – | – | 0.28% | 48 |
|
|
2024
Q4 | $4.14M | Buy |
36,198
+99
| +0.3% | +$11.3K | 0.3% | 46 |
|
|
2024
Q3 | $3.54M | Hold |
36,099
| – | – | 0.3% | 43 |
|
|
2024
Q2 | $2.89M | Hold |
36,099
| – | – | 0.27% | 52 |
|
|
2024
Q1 | $3.1M | Hold |
36,099
| – | – | 0.32% | 46 |
|
|
2023
Q4 | $3.15M | Buy |
36,099
+22
| +0.1% | +$1.92K | 0.37% | 40 |
|
|
2023
Q3 | $2.42M | Hold |
36,077
| – | – | 0.33% | 41 |
|
|
2023
Q2 | $2.04M | Buy |
36,077
+77
| +0.2% | +$4.36K | 0.29% | 48 |
|
|
2023
Q1 | $1.99M | Buy |
+36,000
| New | +$1.99M | 0.32% | 42 |
|