Whittier Trust’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 | $175K | Hold |
1,586
| – | – | ﹤0.01% | 688 |
|
2025
Q1 | $168K | Hold |
1,586
| – | – | ﹤0.01% | 683 |
|
2024
Q4 | $181K | Hold |
1,586
| – | – | ﹤0.01% | 675 |
|
2024
Q3 | $155K | Hold |
1,586
| – | – | ﹤0.01% | 708 |
|
2024
Q2 | $127K | Hold |
1,586
| – | – | ﹤0.01% | 729 |
|
2024
Q1 | $136K | Hold |
1,586
| – | – | ﹤0.01% | 731 |
|
2023
Q4 | $138K | Hold |
1,586
| – | – | ﹤0.01% | 702 |
|
2023
Q3 | $106K | Hold |
1,586
| – | – | ﹤0.01% | 761 |
|
2023
Q2 | $89.8K | Sell |
1,586
-214
| -12% | -$12.1K | ﹤0.01% | 801 |
|
2023
Q1 | $99.3K | Hold |
1,800
| – | – | ﹤0.01% | 807 |
|
2022
Q4 | $132K | Hold |
1,800
| – | – | ﹤0.01% | 744 |
|
2022
Q3 | $146K | Hold |
1,800
| – | – | ﹤0.01% | 709 |
|
2022
Q2 | $130K | Hold |
1,800
| – | – | ﹤0.01% | 734 |
|
2022
Q1 | $166K | Hold |
1,800
| – | – | ﹤0.01% | 707 |
|
2021
Q4 | $172K | Hold |
1,800
| – | – | ﹤0.01% | 700 |
|
2021
Q3 | $169K | Hold |
1,800
| – | – | ﹤0.01% | 672 |
|
2021
Q2 | $159K | Hold |
1,800
| – | – | ﹤0.01% | 702 |
|
2021
Q1 | $160K | Hold |
1,800
| – | – | ﹤0.01% | 680 |
|
2020
Q4 | $116K | Hold |
1,800
| – | – | ﹤0.01% | 682 |
|
2020
Q3 | $64K | Hold |
1,800
| – | – | ﹤0.01% | 784 |
|
2020
Q2 | $76K | Hold |
1,800
| – | – | ﹤0.01% | 723 |
|
2020
Q1 | $68K | Hold |
1,800
| – | – | ﹤0.01% | 744 |
|
2019
Q4 | $115K | Hold |
1,800
| – | – | ﹤0.01% | 668 |
|
2019
Q3 | $102K | Hold |
1,800
| – | – | ﹤0.01% | 688 |
|
2019
Q2 | $103K | Hold |
1,800
| – | – | ﹤0.01% | 653 |
|
2019
Q1 | $98K | Hold |
1,800
| – | – | ﹤0.01% | 665 |
|
2018
Q4 | $83K | Hold |
1,800
| – | – | ﹤0.01% | 678 |
|
2018
Q3 | $108K | Hold |
1,800
| – | – | ﹤0.01% | 626 |
|
2018
Q2 | $110K | Hold |
1,800
| – | – | ﹤0.01% | 611 |
|
2018
Q1 | $116K | Hold |
1,800
| – | – | ﹤0.01% | 615 |
|
2017
Q4 | $119K | Buy |
+1,800
| New | +$119K | ﹤0.01% | 591 |
|
2015
Q2 | – | Sell |
-235
| Closed | -$10K | – | 1263 |
|
2015
Q1 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 1017 |
|