Steward Partners Investment Advisory’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 | $45.5K | Buy |
508
+213
| +72% | +$19.1K | ﹤0.01% | 2529 |
|
|
2025
Q1 | $28.1K | Hold |
295
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q4 | $25K | Sell |
295
-25
| -8% | -$2.12K | ﹤0.01% | 2678 |
|
|
2024
Q3 | $28.3K | Buy |
320
+59
| +23% | +$5.23K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $19.9K | Hold |
261
| – | – | ﹤0.01% | 2542 |
|
|
2024
Q1 | $19.5K | Hold |
261
| – | – | ﹤0.01% | 2538 |
|
|
2023
Q4 | $18.8K | Sell |
261
-1,945
| -88% | -$140K | ﹤0.01% | 2437 |
|
|
2023
Q3 | $163K | Buy |
2,206
+21
| +1% | +$1.55K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $178K | Buy |
2,185
+1,924
| +737% | +$157K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $20.7K | Hold |
261
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q4 | $19.8K | Sell |
261
-400
| -61% | -$30.4K | ﹤0.01% | 2237 |
|
|
2022
Q3 | $43K | Buy |
661
+100
| +18% | +$6.51K | ﹤0.01% | 1857 |
|
|
2022
Q2 | $41K | Sell |
561
-125
| -18% | -$9.14K | ﹤0.01% | 1899 |
|
|
2022
Q1 | $54K | Buy |
686
+351
| +105% | +$27.6K | ﹤0.01% | 1880 |
|
|
2021
Q4 | $24K | Sell |
335
-166
| -33% | -$11.9K | ﹤0.01% | 2251 |
|
|
2021
Q3 | $36K | Buy |
501
+9
| +2% | +$647 | ﹤0.01% | 2044 |
|
|
2021
Q2 | $40K | Sell |
492
-154
| -24% | -$12.5K | ﹤0.01% | 3780 |
|
|
2021
Q1 | $52.6K | Buy |
646
+281
| +77% | +$22.9K | ﹤0.01% | 1955 |
|
|
2020
Q4 | $29K | Hold |
365
| – | – | ﹤0.01% | 1929 |
|
|
2020
Q3 | $27K | Buy |
365
+90
| +33% | +$6.66K | ﹤0.01% | 1778 |
|
|
2020
Q2 | $20K | Sell |
275
-45
| -14% | -$3.27K | ﹤0.01% | 1778 |
|
|
2020
Q1 | $24K | Buy |
320
+175
| +121% | +$13.1K | ﹤0.01% | 1539 |
|
|
2019
Q4 | $13K | Hold |
145
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q3 | $14K | Hold |
145
| – | – | ﹤0.01% | 1856 |
|
|
2019
Q2 | $13K | Buy |
+145
| New | +$13K | ﹤0.01% | 1876 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$5K | – | 1777 |
|
|
2018
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 2135 |
|
|
2018
Q2 | $5K | Sell |
64
-37
| -37% | -$2.89K | ﹤0.01% | 2003 |
|
|
2018
Q1 | $8K | Sell |
101
-77
| -43% | -$6.1K | ﹤0.01% | 1652 |
|
|
2017
Q4 | $15K | Hold |
178
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q3 | $15K | Hold |
178
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $15K | Hold |
178
| – | – | ﹤0.01% | 950 |
|
|
2017
Q1 | $14K | Buy |
178
+77
| +76% | +$6.06K | ﹤0.01% | 857 |
|
|
2016
Q4 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 618 |
|