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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $313K | Buy |
|
|||||
|
2024
Q4 | $276K | Buy |
|
|||||
|
2024
Q3 | $252K | Sell |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $222K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $205K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $254K | Sell |
|
|||||
|
2021
Q4 | $233K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $2.16M | Buy |
|
|||||
|
2021
Q1 | $1.58M | Buy |
|