Sheets Smith Wealth Management’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
5,980
+105
| +2% | +$11.6K | 0.08% | 240 |
|
|
2025
Q1 | $623K | Buy |
5,875
+206
| +4% | +$21.8K | 0.08% | 220 |
|
|
2024
Q4 | $648K | Buy |
5,669
+171
| +3% | +$19.6K | 0.08% | 215 |
|
|
2024
Q3 | $539K | Buy |
5,498
+1
| +0% | +$98 | 0.07% | 241 |
|
|
2024
Q2 | $440K | Buy |
5,497
+1
| +0% | +$80 | 0.05% | 261 |
|
|
2024
Q1 | $472K | Hold |
5,496
| – | – | 0.05% | 251 |
|
|
2023
Q4 | $479K | Sell |
5,496
-198
| -3% | -$17.3K | 0.07% | 222 |
|
|
2023
Q3 | $382K | Buy |
5,694
+134
| +2% | +$8.98K | 0.06% | 240 |
|
|
2023
Q2 | $315K | Buy |
5,560
+1
| +0% | +$57 | 0.05% | 271 |
|
|
2023
Q1 | $307K | Buy |
5,559
+1
| +0% | +$55 | 0.05% | 264 |
|
|
2022
Q4 | $408K | Buy |
5,558
+1
| +0% | +$73 | 0.06% | 219 |
|
|
2022
Q3 | $451K | Buy |
5,557
+1
| +0% | +$81 | 0.08% | 192 |
|
|
2022
Q2 | $402K | Buy |
5,556
+1
| +0% | +$72 | 0.07% | 214 |
|
|
2022
Q1 | $512K | Hold |
5,555
| – | – | 0.07% | 212 |
|
|
2021
Q4 | $530K | Buy |
5,555
+19
| +0.3% | +$1.81K | 0.07% | 222 |
|
|
2021
Q3 | $521K | Hold |
5,536
| – | – | 0.07% | 214 |
|
|
2021
Q2 | $489K | Hold |
5,536
| – | – | 0.07% | 223 |
|
|
2021
Q1 | $491K | Hold |
5,536
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $357K | Buy |
+5,536
| New | +$357K | 0.05% | 253 |
|
|
2020
Q3 | – | Sell |
-5,406
| Closed | -$227K | – | 302 |
|
|
2020
Q2 | $227K | Hold |
5,406
| – | – | 0.05% | 228 |
|
|
2020
Q1 | $203K | Buy |
5,406
+311
| +6% | +$11.7K | 0.04% | 257 |
|
|
2019
Q4 | $326K | Sell |
5,095
-210
| -4% | -$13.4K | 0.06% | 257 |
|
|
2019
Q3 | $301K | Sell |
5,305
-34
| -0.6% | -$1.93K | 0.06% | 247 |
|
|
2019
Q2 | $307K | Hold |
5,339
| – | – | 0.06% | 265 |
|
|
2019
Q1 | $292K | Sell |
5,339
-33
| -0.6% | -$1.81K | 0.06% | 274 |
|
|
2018
Q4 | $248K | Sell |
5,372
-165
| -3% | -$7.62K | 0.07% | 247 |
|
|
2018
Q3 | $333K | Buy |
5,537
+67
| +1% | +$4.03K | 0.07% | 275 |
|
|
2018
Q2 | $336K | Buy |
5,470
+615
| +13% | +$37.8K | 0.08% | 250 |
|
|
2018
Q1 | $312K | Buy |
4,855
+75
| +2% | +$4.82K | 0.08% | 255 |
|
|
2017
Q4 | $317K | Hold |
4,780
| – | – | 0.07% | 257 |
|
|
2017
Q3 | $320K | Sell |
4,780
-6,637
| -58% | -$444K | 0.08% | 238 |
|
|
2017
Q2 | $717K | Buy |
11,417
+6,637
| +139% | +$417K | 0.19% | 137 |
|
|
2017
Q1 | $318K | Hold |
4,780
| – | – | 0.08% | 226 |
|
|
2016
Q4 | $331K | Sell |
4,780
-1,720
| -26% | -$119K | 0.09% | 218 |
|
|
2016
Q3 | $352K | Hold |
6,500
| – | – | 0.1% | 196 |
|
|
2016
Q2 | $318K | Hold |
6,500
| – | – | 0.09% | 194 |
|
|
2016
Q1 | $319K | Hold |
6,500
| – | – | 0.1% | 173 |
|
|
2015
Q4 | $334K | Hold |
6,500
| – | – | 0.1% | 175 |
|
|
2015
Q3 | $321K | Buy |
6,500
+210
| +3% | +$10.4K | 0.11% | 154 |
|
|
2015
Q2 | $342K | Buy |
6,290
+185
| +3% | +$10.1K | 0.09% | 179 |
|
|
2015
Q1 | $271K | Hold |
6,105
| – | – | 0.07% | 197 |
|
|
2014
Q4 | $241K | Hold |
6,105
| – | – | 0.06% | 215 |
|
|
2014
Q3 | $220K | Buy |
6,105
+145
| +2% | +$5.23K | 0.06% | 218 |
|
|
2014
Q2 | $235K | Buy |
+5,960
| New | +$235K | 0.06% | 227 |
|