Sowell Financial Services’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 | $1.02M | Buy |
11,368
+43
| +0.4% | +$3.85K | 0.04% | 405 |
|
2025
Q1 | $1.08M | Sell |
11,325
-458
| -4% | -$43.6K | 0.05% | 367 |
|
2024
Q4 | $999K | Buy |
11,783
+1,200
| +11% | +$102K | 0.05% | 312 |
|
2024
Q3 | $938K | Buy |
10,583
+88
| +0.8% | +$7.8K | 0.04% | 348 |
|
2024
Q2 | $802K | Sell |
10,495
-324
| -3% | -$24.8K | 0.04% | 366 |
|
2024
Q1 | $809K | Buy |
10,819
+77
| +0.7% | +$5.76K | 0.04% | 386 |
|
2023
Q4 | $772K | Buy |
10,742
+304
| +3% | +$21.8K | 0.04% | 374 |
|
2023
Q3 | $769K | Sell |
10,438
-274
| -3% | -$20.2K | 0.05% | 346 |
|
2023
Q2 | $873K | Buy |
10,712
+823
| +8% | +$67.1K | 0.05% | 376 |
|
2023
Q1 | $784K | Buy |
+9,889
| New | +$784K | 0.06% | 343 |
|
2022
Q4 | – | Sell |
-10,112
| Closed | -$652K | – | 538 |
|
2022
Q3 | $652K | Buy |
+10,112
| New | +$652K | 0.07% | 285 |
|
2021
Q3 | – | Sell |
-11,745
| Closed | -$963K | – | 540 |
|
2021
Q2 | $963K | Sell |
11,745
-95
| -0.8% | -$7.79K | 0.06% | 313 |
|
2021
Q1 | $1.01M | Buy |
11,840
+2,110
| +22% | +$181K | 0.04% | 410 |
|
2020
Q4 | $778K | Buy |
9,730
+973
| +11% | +$77.8K | 0.03% | 387 |
|
2020
Q3 | $653K | Buy |
8,757
+187
| +2% | +$13.9K | 0.03% | 399 |
|
2020
Q2 | $628K | Sell |
8,570
-442
| -5% | -$32.4K | 0.03% | 391 |
|
2020
Q1 | $683K | Buy |
9,012
+3,917
| +77% | +$297K | 0.05% | 316 |
|
2019
Q4 | $458K | Buy |
5,095
+824
| +19% | +$74.1K | 0.03% | 474 |
|
2019
Q3 | $415K | Buy |
+4,271
| New | +$415K | 0.03% | 458 |
|
2019
Q1 | $398K | Buy |
4,164
+223
| +6% | +$21.3K | 0.04% | 386 |
|
2018
Q4 | $336K | Buy |
+3,941
| New | +$336K | 0.05% | 360 |
|