United Capital Financial Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,906
-106
| -5% | -$11.7K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $213K | Sell |
2,012
-47
| -2% | -$4.98K | ﹤0.01% | 985 |
|
|
2024
Q4 | $236K | Sell |
2,059
-87
| -4% | -$9.95K | ﹤0.01% | 962 |
|
|
2024
Q3 | $210K | Buy |
+2,146
| New | +$210K | ﹤0.01% | 995 |
|
|
2024
Q2 | – | Sell |
-2,477
| Closed | -$213K | – | 1085 |
|
|
2024
Q1 | $213K | Sell |
2,477
-280
| -10% | -$24K | ﹤0.01% | 998 |
|
|
2023
Q4 | $240K | Buy |
+2,757
| New | +$240K | ﹤0.01% | 939 |
|
|
2023
Q1 | – | Sell |
-36,146
| Closed | -$2.65M | – | 1041 |
|
|
2022
Q4 | $2.65M | Sell |
36,146
-16,558
| -31% | -$1.22M | 0.01% | 431 |
|
|
2022
Q3 | $4.27M | Sell |
52,704
-5,397
| -9% | -$438K | 0.03% | 346 |
|
|
2022
Q2 | $4.2M | Buy |
58,101
+7,271
| +14% | +$526K | 0.02% | 362 |
|
|
2022
Q1 | $4.68M | Buy |
50,830
+7,500
| +17% | +$691K | 0.02% | 373 |
|
|
2021
Q4 | $4.14M | Buy |
+43,330
| New | +$4.14M | 0.02% | 402 |
|