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