CAPTRUST Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $697K | Buy |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $1,000K | Buy |
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|
2023
Q1 | $940K | Buy |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $3K | Buy |
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