Sound Income Strategies’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 | $3.85K | Buy |
43
+37
| +617% | +$3.31K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $572 | Hold |
6
| – | – | ﹤0.01% | 1405 |
|
|
2024
Q4 | $509 | Hold |
6
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q3 | $532 | Hold |
6
| – | – | ﹤0.01% | 1307 |
|
|
2024
Q2 | $458 | Hold |
6
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q1 | $448 | Sell |
6
-20
| -77% | -$1.49K | ﹤0.01% | 1253 |
|
|
2023
Q4 | $1.87K | Buy |
26
+20
| +333% | +$1.44K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $442 | Hold |
6
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q2 | $489 | Hold |
6
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q1 | $475 | Sell |
6
-16
| -73% | -$1.27K | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.67K | Hold |
22
| – | – | ﹤0.01% | 792 |
|
|
2022
Q3 | $1K | Sell |
22
-19
| -46% | -$864 | ﹤0.01% | 826 |
|
|
2022
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 667 |
|
|
2022
Q1 | $3K | Buy |
41
+19
| +86% | +$1.39K | ﹤0.01% | 686 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 703 |
|
|
2021
Q2 | $2K | Sell |
22
-84
| -79% | -$7.64K | ﹤0.01% | 737 |
|
|
2021
Q1 | $8.62K | Buy |
106
+100
| +1,667% | +$8.14K | ﹤0.01% | 523 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 932 |
|
|
2020
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 911 |
|
|
2019
Q3 | – | Sell |
-600
| Closed | -$56K | – | 741 |
|
|
2019
Q2 | $56K | Hold |
600
| – | – | 0.02% | 115 |
|
|
2019
Q1 | $57K | Hold |
600
| – | – | 0.03% | 116 |
|
|
2018
Q4 | $51K | Buy |
600
+300
| +100% | +$25.5K | 0.03% | 128 |
|
|
2018
Q3 | $24K | Hold |
300
| – | – | 0.01% | 217 |
|
|
2018
Q2 | $24K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2018
Q1 | $24K | Buy |
+300
| New | +$24K | 0.02% | 177 |
|