Steward Partners Investment Advisory’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.8K | Sell |
320
-6
| -2% | -$616 | ﹤0.01% | 2682 |
|
2025
Q1 | $28.5K | Buy |
326
+1
| +0.3% | +$87 | ﹤0.01% | 2653 |
|
2024
Q4 | $32.8K | Hold |
325
| – | – | ﹤0.01% | 2556 |
|
2024
Q3 | $31.8K | Buy |
325
+30
| +10% | +$2.93K | ﹤0.01% | 2453 |
|
2024
Q2 | $22.6K | Sell |
295
-118
| -29% | -$9.06K | ﹤0.01% | 2471 |
|
2024
Q1 | $35.3K | Buy |
413
+119
| +40% | +$10.2K | ﹤0.01% | 2274 |
|
2023
Q4 | $21.4K | Buy |
294
+1
| +0.3% | +$73 | ﹤0.01% | 2373 |
|
2023
Q3 | $19K | Sell |
293
-2
| -0.7% | -$130 | ﹤0.01% | 2333 |
|
2023
Q2 | $19K | Sell |
295
-173
| -37% | -$11.2K | ﹤0.01% | 2313 |
|
2023
Q1 | $25.9K | Buy |
468
+55
| +13% | +$3.04K | ﹤0.01% | 2142 |
|
2022
Q4 | $18.6K | Sell |
413
-8
| -2% | -$360 | ﹤0.01% | 2263 |
|
2022
Q3 | $17K | Sell |
421
-7
| -2% | -$283 | ﹤0.01% | 2296 |
|
2022
Q2 | $20K | Sell |
428
-195
| -31% | -$9.11K | ﹤0.01% | 2229 |
|
2022
Q1 | $34K | Buy |
623
+231
| +59% | +$12.6K | ﹤0.01% | 2113 |
|
2021
Q4 | $29K | Buy |
392
+1
| +0.3% | +$74 | ﹤0.01% | 2166 |
|
2021
Q3 | $28K | Sell |
391
-34
| -8% | -$2.44K | ﹤0.01% | 2175 |
|
2021
Q2 | $29K | Sell |
425
-824
| -66% | -$56.2K | ﹤0.01% | 4310 |
|
2021
Q1 | $77.8K | Buy |
1,249
+266
| +27% | +$16.6K | ﹤0.01% | 1757 |
|
2020
Q4 | $52K | Sell |
983
-33
| -3% | -$1.75K | ﹤0.01% | 1659 |
|
2020
Q3 | $47K | Sell |
1,016
-159
| -14% | -$7.36K | ﹤0.01% | 1529 |
|
2020
Q2 | $45K | Buy |
1,175
+806
| +218% | +$30.9K | ﹤0.01% | 1459 |
|
2020
Q1 | $10K | Sell |
369
-600
| -62% | -$16.3K | ﹤0.01% | 1867 |
|
2019
Q4 | $44K | Sell |
969
-416
| -30% | -$18.9K | ﹤0.01% | 1459 |
|
2019
Q3 | $52K | Sell |
1,385
-370
| -21% | -$13.9K | ﹤0.01% | 1332 |
|
2019
Q2 | $65K | Buy |
+1,755
| New | +$65K | ﹤0.01% | 1237 |
|
2018
Q4 | – | Sell |
-2,297
| Closed | -$100K | – | 1776 |
|
2018
Q3 | $100K | Buy |
2,297
+1,177
| +105% | +$51.2K | ﹤0.01% | 932 |
|
2018
Q2 | $47K | Sell |
1,120
-394
| -26% | -$16.5K | ﹤0.01% | 1124 |
|
2018
Q1 | $69K | Buy |
+1,514
| New | +$69K | ﹤0.01% | 884 |
|