Sequoia Financial Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,290
+9,001
| +274% | +$805K | 0.01% | 648 |
|
|
2025
Q1 | $313K | Buy |
3,289
+29
| +0.9% | +$2.76K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $276K | Buy |
3,260
+412
| +14% | +$34.9K | ﹤0.01% | 1050 |
|
|
2024
Q3 | $252K | Sell |
2,848
-69
| -2% | -$6.11K | ﹤0.01% | 1050 |
|
|
2024
Q2 | $223K | Sell |
2,917
-54
| -2% | -$4.13K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $222K | Buy |
+2,971
| New | +$222K | ﹤0.01% | 1000 |
|
|
2023
Q1 | – | Sell |
-2,698
| Closed | -$205K | – | 859 |
|
|
2022
Q4 | $205K | Buy |
+2,698
| New | +$205K | 0.01% | 726 |
|
|
2022
Q2 | – | Sell |
-3,255
| Closed | -$254K | – | 662 |
|
|
2022
Q1 | $254K | Sell |
3,255
-42
| -1% | -$3.28K | 0.01% | 550 |
|
|
2021
Q4 | $233K | Buy |
+3,297
| New | +$233K | 0.01% | 515 |
|
|
2021
Q3 | – | Sell |
-26,315
| Closed | -$2.16M | – | 397 |
|
|
2021
Q2 | $2.16M | Buy |
26,315
+6,940
| +36% | +$569K | 0.08% | 145 |
|
|
2021
Q1 | $1.58M | Buy |
+19,375
| New | +$1.58M | 0.07% | 150 |
|