CAPTRUST Financial Advisors’s Ameresco AMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
13,975
+247
| +2% | +$3.75K | ﹤0.01% | 2266 |
|
|
2025
Q1 | $166K | Sell |
13,728
-8,403
| -38% | -$102K | ﹤0.01% | 2195 |
|
|
2024
Q4 | $520K | Buy |
22,131
+4,484
| +25% | +$105K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $670K | Sell |
17,647
-802
| -4% | -$30.4K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $532K | Buy |
18,449
+1,328
| +8% | +$38.3K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $413K | Sell |
17,121
-8,670
| -34% | -$209K | ﹤0.01% | 1586 |
|
|
2023
Q4 | $817K | Sell |
25,791
-5,599
| -18% | -$177K | ﹤0.01% | 1395 |
|
|
2023
Q3 | $1.21M | Buy |
31,390
+6,777
| +28% | +$261K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $1.2M | Buy |
24,613
+10,774
| +78% | +$524K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $681K | Sell |
13,839
-13
| -0.1% | -$640 | ﹤0.01% | 1246 |
|
|
2022
Q4 | $792K | Hold |
13,852
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q3 | $921K | Sell |
13,852
-21
| -0.2% | -$1.4K | 0.01% | 956 |
|
|
2022
Q2 | $632K | Sell |
13,873
-49
| -0.4% | -$2.23K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $1.11M | Sell |
13,922
-47
| -0.3% | -$3.74K | 0.01% | 805 |
|
|
2021
Q4 | $1.14M | Buy |
13,969
+42
| +0.3% | +$3.42K | 0.01% | 765 |
|
|
2021
Q3 | $814K | Buy |
13,927
+13,315
| +2,176% | +$778K | 0.01% | 835 |
|
|
2021
Q2 | $38K | Sell |
612
-313
| -34% | -$19.4K | ﹤0.01% | 2688 |
|
|
2021
Q1 | $45K | Buy |
925
+44
| +5% | +$2.14K | ﹤0.01% | 2488 |
|
|
2020
Q4 | $46K | Hold |
881
| – | – | ﹤0.01% | 1863 |
|
|
2020
Q3 | $30K | Hold |
881
| – | – | ﹤0.01% | 1795 |
|
|
2020
Q2 | $26K | Buy |
+881
| New | +$26K | ﹤0.01% | 1838 |
|