Stratos Wealth Partners’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 | $562K | Buy |
6,277
+731
| +13% | +$65.4K | 0.01% | 887 |
|
|
2025
Q1 | $528K | Buy |
5,546
+1,150
| +26% | +$110K | 0.01% | 867 |
|
|
2024
Q4 | $373K | Buy |
4,396
+111
| +3% | +$9.41K | 0.01% | 1051 |
|
|
2024
Q3 | $380K | Sell |
4,285
-199
| -4% | -$17.6K | 0.01% | 1043 |
|
|
2024
Q2 | $343K | Sell |
4,484
-163
| -4% | -$12.5K | 0.01% | 1049 |
|
|
2024
Q1 | $347K | Sell |
4,647
-197
| -4% | -$14.7K | 0.01% | 1033 |
|
|
2023
Q4 | $348K | Sell |
4,844
-169
| -3% | -$12.1K | 0.01% | 1011 |
|
|
2023
Q3 | $369K | Buy |
5,013
+443
| +10% | +$32.6K | 0.01% | 933 |
|
|
2023
Q2 | $372K | Buy |
4,570
+503
| +12% | +$41K | 0.01% | 872 |
|
|
2023
Q1 | $322K | Sell |
4,067
-576
| -12% | -$45.6K | 0.01% | 840 |
|
|
2022
Q4 | $353K | Sell |
4,643
-50
| -1% | -$3.8K | 0.01% | 838 |
|
|
2022
Q3 | $303K | Sell |
4,693
-6
| -0.1% | -$387 | 0.01% | 866 |
|
|
2022
Q2 | $344K | Sell |
4,699
-1,919
| -29% | -$140K | 0.01% | 872 |
|
|
2022
Q1 | $517K | Buy |
6,618
+462
| +8% | +$36.1K | 0.01% | 805 |
|
|
2021
Q4 | $435K | Buy |
6,156
+1,256
| +26% | +$88.8K | 0.01% | 858 |
|
|
2021
Q3 | $355K | Buy |
4,900
+2
| +0% | +$145 | 0.01% | 892 |
|
|
2021
Q2 | $402K | Sell |
4,898
-114
| -2% | -$9.36K | 0.01% | 850 |
|
|
2021
Q1 | $408K | Buy |
5,012
+1,821
| +57% | +$148K | 0.01% | 775 |
|
|
2020
Q4 | $255K | Buy |
3,191
+143
| +5% | +$11.4K | 0.01% | 909 |
|
|
2020
Q3 | $227K | Buy |
3,048
+243
| +9% | +$18.1K | 0.01% | 881 |
|
|
2020
Q2 | $206K | Hold |
2,805
| – | – | 0.01% | 890 |
|
|
2020
Q1 | $213K | Hold |
2,805
| – | – | 0.01% | 796 |
|
|
2019
Q4 | $252K | Sell |
2,805
-110
| -4% | -$9.88K | 0.01% | 821 |
|
|
2019
Q3 | $283K | Sell |
2,915
-55
| -2% | -$5.34K | 0.01% | 746 |
|
|
2019
Q2 | $279K | Sell |
2,970
-223
| -7% | -$20.9K | 0.01% | 759 |
|
|
2019
Q1 | $305K | Buy |
3,193
+100
| +3% | +$9.55K | 0.01% | 699 |
|
|
2018
Q4 | $264K | Sell |
3,093
-200
| -6% | -$17.1K | 0.01% | 708 |
|
|
2018
Q3 | $261K | Sell |
3,293
-448
| -12% | -$35.5K | 0.01% | 762 |
|
|
2018
Q2 | $301K | Buy |
3,741
+590
| +19% | +$47.5K | 0.01% | 750 |
|
|
2018
Q1 | $251K | Buy |
3,151
+425
| +16% | +$33.9K | 0.01% | 808 |
|
|
2017
Q4 | $232K | Sell |
2,726
-257
| -9% | -$21.9K | 0.01% | 802 |
|
|
2017
Q3 | $252K | Buy |
2,983
+198
| +7% | +$16.7K | 0.01% | 760 |
|
|
2017
Q2 | $237K | Buy |
+2,785
| New | +$237K | 0.01% | 726 |
|