Capital Analysts LLC’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,114
| Closed | -$18K | – | 1428 |
|
|
2025
Q2 | $18K | Hold |
2,114
| – | – | ﹤0.01% | 1036 |
|
|
2025
Q1 | $19K | Buy |
2,114
+66
| +3% | +$586 | ﹤0.01% | 1006 |
|
|
2024
Q4 | $19K | Buy |
2,048
+35
| +2% | +$302 | ﹤0.01% | 950 |
|
|
2024
Q3 | $18K | Sell |
2,013
-5
| -0.2% | -$44 | ﹤0.01% | 922 |
|
|
2024
Q2 | $17K | Hold |
2,018
| – | – | ﹤0.01% | 879 |
|
|
2024
Q1 | $17K | Hold |
2,018
| – | – | ﹤0.01% | 849 |
|
|
2023
Q4 | $16K | Sell |
2,018
-421
| -17% | -$2.84K | ﹤0.01% | 838 |
|
|
2023
Q3 | $17K | Hold |
2,439
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $21K | Hold |
2,439
| – | – | ﹤0.01% | 712 |
|
|
2023
Q1 | $19K | Sell |
2,439
-416
| -15% | -$3.1K | ﹤0.01% | 736 |
|
|
2022
Q4 | $20K | Hold |
2,855
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $21K | Buy |
2,855
+5
| +0.2% | +$41 | ﹤0.01% | 706 |
|
|
2022
Q2 | $18K | Hold |
2,850
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $21K | Sell |
2,850
-10
| -0.3% | -$71 | ﹤0.01% | 667 |
|
|
2021
Q4 | $22K | Hold |
2,860
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $20K | Buy |
2,860
+1,784
| +166% | +$12.3K | ﹤0.01% | 698 |
|
|
2021
Q2 | $7K | Sell |
1,076
-32
| -3% | -$220 | ﹤0.01% | 781 |
|
|
2021
Q1 | $7K | Sell |
1,108
-23
| -2% | -$117 | ﹤0.01% | 833 |
|
|
2020
Q4 | $6K | Sell |
1,131
-7,750
| -87% | -$34.4K | ﹤0.01% | 609 |
|
|
2020
Q3 | $40K | Sell |
8,881
-247
| -3% | -$1.2K | ﹤0.01% | 428 |
|
|
2020
Q2 | $46K | Buy |
9,128
+75
| +0.8% | +$372 | ﹤0.01% | 382 |
|
|
2020
Q1 | $42K | Buy |
9,053
+45
| +0.5% | +$288 | 0.01% | 359 |
|
|
2019
Q4 | $62K | Sell |
9,008
-368
| -4% | -$2.6K | 0.01% | 368 |
|
|
2019
Q3 | $65K | Sell |
9,376
-180
| -2% | -$1.22K | 0.01% | 342 |
|
|
2019
Q2 | $64K | Buy |
9,556
+52
| +0.5% | +$348 | 0.01% | 335 |
|
|
2019
Q1 | $63K | Sell |
9,504
-45
| -0.5% | -$290 | 0.01% | 322 |
|
|
2018
Q4 | $56K | Buy |
9,549
+60
| +0.6% | +$357 | 0.01% | 303 |
|
|
2018
Q3 | $56K | Buy |
9,489
+60
| +0.6% | +$345 | 0.01% | 309 |
|
|
2018
Q2 | $53K | Buy |
9,429
+61
| +0.7% | +$331 | 0.01% | 321 |
|
|
2018
Q1 | $51K | Sell |
9,368
-1,502
| -14% | -$8.05K | 0.01% | 302 |
|
|
2017
Q4 | $63K | Buy |
10,870
+68
| +0.6% | +$400 | 0.01% | 292 |
|
|
2017
Q3 | $63K | Buy |
10,802
+60
| +0.6% | +$358 | 0.01% | 285 |
|
|
2017
Q2 | $61.5K | Buy |
10,742
+480
| +5% | +$2.8K | 0.01% | 287 |
|
|
2017
Q1 | $60.7K | Sell |
10,262
-811
| -7% | -$4.83K | 0.01% | 250 |
|
|
2016
Q4 | $67K | Sell |
11,073
-818
| -7% | -$4.67K | 0.01% | 253 |
|
|
2016
Q3 | $72.7K | Buy |
11,891
+713
| +6% | +$4.29K | 0.01% | 232 |
|
|
2016
Q2 | $65.8K | Buy |
11,178
+68
| +0.6% | +$376 | 0.01% | 239 |
|
|
2016
Q1 | $61.9K | Buy |
11,110
+225
| +2% | +$1.15K | 0.01% | 252 |
|
|
2015
Q4 | $58K | Sell |
10,885
-10,825
| -50% | -$55.7K | 0.01% | 261 |
|
|
2015
Q3 | $107K | Buy |
21,710
+11,441
| +111% | +$57.9K | 0.02% | 226 |
|
|
2015
Q2 | $50.5K | Buy |
10,269
+60
| +0.6% | +$303 | 0.01% | 276 |
|
|
2015
Q1 | $53.6K | Buy |
10,209
+1,921
| +23% | +$10K | 0.01% | 269 |
|
|
2014
Q4 | $41K | Buy |
8,288
+1,081
| +15% | +$5.15K | 0.01% | 280 |
|
|
2014
Q3 | $30.6K | Buy |
7,207
+1,599
| +29% | +$7.12K | 0.01% | 287 |
|
|
2014
Q2 | $24.1K | Buy |
5,608
+15
| +0.3% | +$62 | 0.01% | 291 |
|
|
2014
Q1 | $22.5K | Buy |
5,593
+15
| +0.3% | +$58 | 0.01% | 274 |
|
|
2013
Q4 | $19.3K | Buy |
5,578
+886
| +19% | +$3.18K | 0.01% | 271 |
|
|
2013
Q3 | $17.5K | Sell |
4,692
-600
| -11% | -$2.33K | 0.01% | 264 |
|
|
2013
Q2 | $21.2K | Buy |
+5,292
| New | +$21.7K | 0.01% | 249 |
|
Other funds holding AIV
NM
MAP
UFM