Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,719
| Closed | -$71K | – | 2058 |
|
|
2020
Q1 | $71K | Hold |
1,719
| – | – | 0.01% | 494 |
|
|
2019
Q4 | $110K | Hold |
1,719
| – | – | 0.01% | 442 |
|
|
2019
Q3 | $98K | Buy |
1,719
+522
| +44% | +$29.8K | 0.01% | 440 |
|
|
2019
Q2 | $69K | Buy |
1,197
+479
| +67% | +$27.6K | 0.01% | 515 |
|
|
2019
Q1 | $39K | Buy |
+718
| New | +$39K | ﹤0.01% | 616 |
|
|
2018
Q3 | – | Sell |
-561
| Closed | -$35K | – | 1833 |
|
|
2018
Q2 | $35K | Hold |
561
| – | – | ﹤0.01% | 620 |
|
|
2018
Q1 | $36K | Hold |
561
| – | – | 0.01% | 558 |
|
|
2017
Q4 | $37K | Buy |
+561
| New | +$37K | 0.01% | 534 |
|