Sequoia Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Sell	10,221 -3,196	-24%	-$308K	0.01%	885
2025 Q4	$1.19M	Buy	13,417 +7,009	+109%	+$628K	0.01%	806
2025 Q3	$575K	Sell	6,408 -5,882	-48%	-$529K	﹤0.01%	1065
2025 Q2	$1.1M	Buy	12,290 +9,001	+274%	+$823K	0.01%	652
2025 Q1	$313K	Buy	3,289 +29	+0.9%	+$2.59K	﹤0.01%	1040
2024 Q4	$276K	Buy	3,260 +412	+14%	+$36.6K	﹤0.01%	1057
2024 Q3	$252K	Sell	2,848 -69	-2%	-$5.89K	﹤0.01%	1053
2024 Q2	$223K	Sell	2,917 -54	-2%	-$4.08K	﹤0.01%	1046
2024 Q1	$222K	Buy	+2,971	New	+$209K	﹤0.01%	1004
2023 Q1	–	Sell	-2,698	Closed	-$205K	–	864
2022 Q4	$205K	Buy	+2,698	New	+$193K	0.01%	727
2022 Q2	–	Sell	-3,255	Closed	-$254K	–	662
2022 Q1	$254K	Sell	3,255 -42	-1%	-$3.01K	0.01%	550
2021 Q4	$233K	Buy	+3,297	New	+$221K	0.01%	515
2021 Q3	–	Sell	-26,315	Closed	-$2.16M	–	397
2021 Q2	$2.16M	Buy	26,315 +6,940	+36%	+$587K	0.08%	145
2021 Q1	$1.58M	Buy	+19,375	New	+$1.5M	0.07%	150