United Capital Financial Advisors’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 | – | Sell |
-2,331
| Closed | -$222K | – | 1115 |
|
|
2025
Q1 | $222K | Buy |
+2,331
| New | +$222K | ﹤0.01% | 973 |
|
|
2020
Q1 | – | Sell |
-3,115
| Closed | -$280K | – | 1314 |
|
|
2019
Q4 | $280K | Buy |
3,115
+885
| +40% | +$79.6K | ﹤0.01% | 1150 |
|
|
2019
Q3 | $216K | Sell |
2,230
-1,756
| -44% | -$170K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $375K | Sell |
3,986
-8
| -0.2% | -$753 | ﹤0.01% | 1121 |
|
|
2019
Q1 | $382K | Buy |
3,994
+782
| +24% | +$74.8K | ﹤0.01% | 1044 |
|
|
2018
Q4 | $274K | Sell |
3,212
-146
| -4% | -$12.5K | ﹤0.01% | 1096 |
|
|
2018
Q3 | $266K | Buy |
3,358
+165
| +5% | +$13.1K | ﹤0.01% | 1156 |
|
|
2018
Q2 | $257K | Buy |
3,193
+185
| +6% | +$14.9K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $240K | Sell |
3,008
-18
| -0.6% | -$1.44K | ﹤0.01% | 1176 |
|
|
2017
Q4 | $258K | Buy |
3,026
+79
| +3% | +$6.74K | ﹤0.01% | 1162 |
|
|
2017
Q3 | $249K | Hold |
2,947
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q2 | $251K | Sell |
2,947
-128
| -4% | -$10.9K | ﹤0.01% | 1132 |
|
|
2017
Q1 | $256K | Sell |
3,075
-103
| -3% | -$8.58K | ﹤0.01% | 1100 |
|
|
2016
Q4 | $248K | Buy |
3,178
+141
| +5% | +$11K | ﹤0.01% | 1110 |
|
|
2016
Q3 | $231K | Buy |
+3,037
| New | +$231K | ﹤0.01% | 1149 |
|
|
2015
Q1 | – | Sell |
-3,160
| Closed | -$216K | – | 1264 |
|
|
2014
Q4 | $216K | Buy |
+3,160
| New | +$216K | ﹤0.01% | 1081 |
|