Simplicity Solutions’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $498K | Buy |
5,712
+815
| +17% | +$71.1K | 0.01% | 665 |
|
|
2023
Q3 | $328K | Buy |
4,897
+30
| +0.6% | +$2.01K | 0.01% | 736 |
|
|
2023
Q2 | $276K | Sell |
4,867
-414
| -8% | -$23.5K | 0.01% | 858 |
|
|
2023
Q1 | $291K | Buy |
5,281
+573
| +12% | +$31.6K | 0.01% | 861 |
|
|
2022
Q4 | $346K | Sell |
4,708
-15
| -0.3% | -$1.1K | 0.05% | 438 |
|
|
2022
Q3 | $383K | Buy |
4,723
+524
| +12% | +$42.5K | 0.06% | 381 |
|
|
2022
Q2 | $304K | Sell |
4,199
-770
| -15% | -$55.7K | 0.04% | 437 |
|
|
2022
Q1 | $458K | Buy |
+4,969
| New | +$458K | 0.06% | 321 |
|
|
2021
Q4 | – | Sell |
-3,671
| Closed | -$345K | – | 573 |
|
|
2021
Q3 | $345K | Buy |
3,671
+286
| +8% | +$26.9K | 0.05% | 372 |
|
|
2021
Q2 | $299K | Sell |
3,385
-191
| -5% | -$16.9K | 0.06% | 383 |
|
|
2021
Q1 | $317K | Sell |
3,576
-832
| -19% | -$73.8K | 0.07% | 315 |
|
|
2020
Q4 | $284K | Buy |
+4,408
| New | +$284K | ﹤0.01% | 791 |
|
|
2020
Q1 | – | Sell |
-5,103
| Closed | -$327K | – | 864 |
|
|
2019
Q4 | $327K | Buy |
5,103
+74
| +1% | +$4.74K | 0.01% | 650 |
|
|
2019
Q3 | $285K | Sell |
5,029
-2,051
| -29% | -$116K | 0.01% | 566 |
|
|
2019
Q2 | $407K | Buy |
+7,080
| New | +$407K | 0.02% | 414 |
|
|
2018
Q4 | – | Sell |
-6,214
| Closed | -$374K | – | 749 |
|
|
2018
Q3 | $374K | Buy |
6,214
+254
| +4% | +$15.3K | 0.02% | 326 |
|
|
2018
Q2 | $366K | Buy |
+5,960
| New | +$366K | 0.03% | 303 |
|
|
2016
Q1 | – | Sell |
-16,321
| Closed | -$838K | – | 430 |
|
|
2015
Q4 | $838K | Buy |
+16,321
| New | +$838K | 0.1% | 298 |
|