Shelton Capital 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 | $303K | Sell |
2,741
-67
| -2% | -$7.4K | 0.01% | 485 |
|
|
2025
Q1 | $298K | Sell |
2,808
-80
| -3% | -$8.48K | 0.01% | 468 |
|
|
2024
Q4 | $330K | Sell |
2,888
-211
| -7% | -$24.1K | 0.01% | 462 |
|
|
2024
Q3 | $304K | Hold |
3,099
| – | – | 0.01% | 495 |
|
|
2024
Q2 | $248K | Sell |
3,099
-199
| -6% | -$15.9K | 0.01% | 569 |
|
|
2024
Q1 | $283K | Hold |
3,298
| – | – | 0.01% | 552 |
|
|
2023
Q4 | $288K | Sell |
3,298
-264
| -7% | -$23K | 0.01% | 517 |
|
|
2023
Q3 | $239K | Sell |
3,562
-280
| -7% | -$18.8K | 0.01% | 563 |
|
|
2023
Q2 | $218K | Hold |
3,842
| – | – | 0.01% | 653 |
|
|
2023
Q1 | $212K | Sell |
3,842
-191
| -5% | -$10.5K | 0.01% | 660 |
|
|
2022
Q4 | $296K | Hold |
4,033
| – | – | 0.03% | 428 |
|
|
2022
Q3 | $327K | Hold |
4,033
| – | – | 0.02% | 406 |
|
|
2022
Q2 | $292K | Hold |
4,033
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $371K | Hold |
4,033
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $385K | Sell |
4,033
-303
| -7% | -$28.9K | 0.01% | 452 |
|
|
2021
Q3 | $408K | Hold |
4,336
| – | – | 0.02% | 420 |
|
|
2021
Q2 | $383K | Hold |
4,336
| – | – | 0.01% | 460 |
|
|
2021
Q1 | $384K | Hold |
4,336
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $279K | Buy |
+4,336
| New | +$279K | 0.01% | 519 |
|
|
2020
Q1 | – | Sell |
-4,571
| Closed | -$293K | – | 775 |
|
|
2019
Q4 | $293K | Sell |
4,571
-249
| -5% | -$16K | 0.02% | 535 |
|
|
2019
Q3 | $274K | Sell |
4,820
-395
| -8% | -$22.5K | 0.02% | 573 |
|
|
2019
Q2 | $300K | Buy |
5,215
+4,930
| +1,730% | +$284K | 0.02% | 526 |
|
|
2019
Q1 | $5.22K | Sell |
285
-4,930
| -95% | -$90.2K | 0.02% | 565 |
|
|
2018
Q4 | $240K | Hold |
5,215
| – | – | 0.02% | 588 |
|
|
2018
Q3 | $314K | Hold |
5,215
| – | – | 0.02% | 559 |
|
|
2018
Q2 | $320K | Hold |
5,215
| – | – | 0.02% | 528 |
|
|
2018
Q1 | $335K | Sell |
5,215
-406
| -7% | -$26.1K | 0.02% | 505 |
|
|
2017
Q4 | $373K | Hold |
5,621
| – | – | 0.02% | 478 |
|
|
2017
Q3 | $376K | Hold |
5,621
| – | – | 0.03% | 463 |
|
|
2017
Q2 | $353K | Buy |
5,621
+1,665
| +42% | +$105K | 0.02% | 491 |
|
|
2017
Q1 | $263K | Buy |
3,956
+1,009
| +34% | +$67.1K | 0.02% | 649 |
|
|
2016
Q4 | $204K | Buy |
+2,947
| New | +$204K | 0.02% | 821 |
|