SAG
SageView Advisory Group’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
3,404
+58
| +2% | +$5.33K | 0.01% | 480 |
|
|
2025
Q1 | $355K | Buy |
3,346
+603
| +22% | +$63.9K | 0.02% | 423 |
|
|
2024
Q4 | $314K | Sell |
2,743
-664
| -19% | -$76K | 0.01% | 450 |
|
|
2024
Q3 | $334K | Sell |
3,407
-1,290
| -27% | -$126K | 0.02% | 365 |
|
|
2024
Q2 | $376K | Buy |
+4,697
| New | +$376K | 0.02% | 388 |
|
|
2024
Q1 | – | Sell |
-4,678
| Closed | -$430K | – | 750 |
|
|
2023
Q4 | $430K | Sell |
4,678
-81
| -2% | -$7.44K | 0.02% | 425 |
|
|
2023
Q3 | $319K | Buy |
4,759
+10
| +0.2% | +$670 | 0.02% | 410 |
|
|
2023
Q2 | $269K | Buy |
4,749
+11
| +0.2% | +$623 | 0.02% | 468 |
|
|
2023
Q1 | $261K | Sell |
4,738
-181
| -4% | -$9.98K | 0.02% | 411 |
|
|
2022
Q4 | $361K | Buy |
+4,919
| New | +$361K | 0.03% | 297 |
|