Systematic Financial Management’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.15M	Sell	51,080 -1,300	-2%	-$125K	0.12%	156
2025 Q4	$4.65M	Buy	52,380 +7,340	+16%	+$657K	0.11%	162
2025 Q3	$4.04M	Buy	45,040 +295	+0.7%	+$26.6K	0.1%	163
2025 Q2	$4M	Sell	44,745 -130	-0.3%	-$11.9K	0.11%	160
2025 Q1	$4.27M	Hold	44,875	–	–	0.12%	155
2024 Q4	$3.8M	Sell	44,875 -340	-0.8%	-$30.2K	0.1%	162
2024 Q3	$4.01M	Sell	45,215 -1,255	-3%	-$107K	0.1%	156
2024 Q2	$3.55M	Buy	46,470 +9,390	+25%	+$709K	0.11%	158
2024 Q1	$2.77M	Buy	37,080 +13,815	+59%	+$973K	0.08%	171
2023 Q4	$1.67M	Buy	23,265 +900	+4%	+$66.1K	0.05%	182
2023 Q3	$1.65M	Sell	22,365 -1,955	-8%	-$155K	0.05%	173
2023 Q2	$1.98M	Sell	24,320 -75	-0.3%	-$5.98K	0.06%	163
2023 Q1	$1.93M	Sell	24,395 -25	-0.1%	-$1.89K	0.06%	158
2022 Q4	$1.86M	Buy	24,420 +11,600	+90%	+$829K	0.06%	164
2022 Q3	$827K	Sell	12,820 -1,400	-10%	-$103K	0.03%	181
2022 Q2	$1.04M	Buy	14,220 +2,600	+22%	+$194K	0.04%	180
2022 Q1	$908K	Buy	11,620 +6,000	+107%	+$429K	0.03%	185
2021 Q4	$397K	Buy	5,620 +850	+18%	+$57.1K	0.01%	209
2021 Q3	$345K	Sell	4,770 -25	-0.5%	-$1.98K	0.01%	211
2021 Q2	$393K	Hold	4,795	–	–	0.01%	207
2021 Q1	$390K	Buy	4,795 +35	+0.7%	+$2.71K	0.01%	202
2020 Q4	$381K	Buy	4,760 +2,205	+86%	+$182K	0.02%	197
2020 Q3	$190K	Buy	+2,555	New	+$196K	0.01%	211