Steel Grove Capital Advisors’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 | $700K | Buy |
6,338
+40
| +0.6% | +$4.42K | 0.08% | 110 |
|
|
2025
Q1 | $668K | Sell |
6,298
-1,558
| -20% | -$165K | 0.1% | 98 |
|
|
2024
Q4 | $899K | Buy |
7,856
+409
| +5% | +$46.8K | 0.12% | 86 |
|
|
2024
Q3 | $720K | Sell |
7,447
-4,626
| -38% | -$447K | 0.1% | 98 |
|
|
2024
Q2 | $966K | Buy |
12,073
+834
| +7% | +$66.8K | 0.13% | 82 |
|
|
2024
Q1 | $965K | Sell |
11,239
-5,800
| -34% | -$498K | 0.13% | 89 |
|
|
2023
Q4 | $1.49M | Buy |
17,039
+1,250
| +8% | +$109K | 0.2% | 68 |
|
|
2023
Q3 | $1.06M | Sell |
15,789
-100
| -0.6% | -$6.7K | 0.14% | 87 |
|
|
2023
Q2 | $900K | Buy |
15,889
+7,668
| +93% | +$434K | 0.11% | 92 |
|
|
2023
Q1 | $453K | Buy |
+8,221
| New | +$453K | 0.06% | 113 |
|
|
2020
Q1 | – | Sell |
-11,823
| Closed | -$757K | – | 130 |
|
|
2019
Q4 | $757K | Buy |
11,823
+421
| +4% | +$27K | 0.42% | 74 |
|
|
2019
Q3 | $647K | Sell |
11,402
-409
| -3% | -$23.2K | 0.38% | 75 |
|
|
2019
Q2 | $679K | Sell |
11,811
-381
| -3% | -$21.9K | 0.42% | 72 |
|
|
2019
Q1 | $667K | Buy |
+12,192
| New | +$667K | 0.43% | 74 |
|
|
2018
Q4 | – | Sell |
-12,667
| Closed | -$762K | – | 333 |
|
|
2018
Q3 | $762K | Buy |
12,667
+96
| +0.8% | +$5.78K | 0.11% | 155 |
|
|
2018
Q2 | $771K | Buy |
+12,571
| New | +$771K | 0.12% | 147 |
|
|
2017
Q3 | – | Sell |
-3,616
| Closed | -$227K | – | 295 |
|
|
2017
Q2 | $227K | Buy |
+3,616
| New | +$227K | 0.04% | 249 |
|