Systematic Financial Management’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
$4M Sell
44,745
-130
-0.3% -$11.6K 0.11% 160
2025
Q1
$4.27M Hold
44,875
0.12% 155
2024
Q4
$3.8M Sell
44,875
-340
-0.8% -$28.8K 0.1% 162
2024
Q3
$4.01M Sell
45,215
-1,255
-3% -$111K 0.1% 156
2024
Q2
$3.55M Buy
46,470
+9,390
+25% +$717K 0.11% 158
2024
Q1
$2.77M Buy
37,080
+13,815
+59% +$1.03M 0.08% 171
2023
Q4
$1.67M Buy
23,265
+900
+4% +$64.7K 0.05% 182
2023
Q3
$1.65M Sell
22,365
-1,955
-8% -$144K 0.05% 173
2023
Q2
$1.98M Sell
24,320
-75
-0.3% -$6.11K 0.06% 163
2023
Q1
$1.93M Sell
24,395
-25
-0.1% -$1.98K 0.06% 158
2022
Q4
$1.86M Buy
24,420
+11,600
+90% +$882K 0.06% 164
2022
Q3
$827K Sell
12,820
-1,400
-10% -$90.3K 0.03% 181
2022
Q2
$1.04M Buy
14,220
+2,600
+22% +$190K 0.04% 180
2022
Q1
$908K Buy
11,620
+6,000
+107% +$469K 0.03% 185
2021
Q4
$397K Buy
5,620
+850
+18% +$60K 0.01% 209
2021
Q3
$345K Sell
4,770
-25
-0.5% -$1.81K 0.01% 211
2021
Q2
$393K Hold
4,795
0.01% 207
2021
Q1
$390K Buy
4,795
+35
+0.7% +$2.85K 0.01% 202
2020
Q4
$381K Buy
4,760
+2,205
+86% +$176K 0.02% 197
2020
Q3
$190K Buy
+2,555
New +$190K 0.01% 211