BPFA
Barnes Pettey Financial Advisors’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
6,613
-154
| -2% | -$22.8K | 0.65% | 36 |
|
|
2025
Q1 | $1.13M | Hold |
6,767
| – | – | 0.88% | 29 |
|
|
2024
Q4 | $1.05M | Sell |
6,767
-159
| -2% | -$24.6K | 0.8% | 28 |
|
|
2024
Q3 | $1.1M | Sell |
6,926
-1,280
| -16% | -$203K | 0.88% | 26 |
|
|
2024
Q2 | $1.17M | Sell |
8,206
-515
| -6% | -$73.4K | 1.01% | 23 |
|
|
2024
Q1 | $1.15M | Sell |
8,721
-500
| -5% | -$65.8K | 0.99% | 24 |
|
|
2023
Q4 | $1.24M | Sell |
9,221
-96
| -1% | -$12.9K | 1.01% | 24 |
|
|
2023
Q3 | $1.2M | Sell |
9,317
-546
| -6% | -$70.2K | 1.1% | 24 |
|
|
2023
Q2 | $1.5M | Sell |
9,863
-971
| -9% | -$147K | 1.3% | 22 |
|
|
2023
Q1 | $1.64M | Hold |
10,834
| – | – | 1.56% | 21 |
|
|
2022
Q4 | $1.7M | Sell |
10,834
-665
| -6% | -$104K | 1.75% | 17 |
|
|
2022
Q3 | $1.78M | Sell |
11,499
-500
| -4% | -$77.5K | 2.44% | 9 |
|
|
2022
Q2 | $2.1M | Sell |
11,999
-48
| -0.4% | -$8.39K | 2.71% | 6 |
|
|
2022
Q1 | $2.52M | Sell |
12,047
-2,571
| -18% | -$538K | 3.05% | 6 |
|
|
2021
Q4 | $3.35M | Buy |
+14,618
| New | +$3.35M | 3.86% | 5 |
|