Corient Private Wealth’s Agilysys AGYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+2,302
New +$264K ﹤0.01% 2153
2025
Q1
Sell
-1,817
Closed -$239K 2275
2024
Q4
$239K Sell
1,817
-5,457
-75% -$719K ﹤0.01% 2017
2024
Q3
$793K Sell
7,274
-2,361
-25% -$257K ﹤0.01% 1490
2024
Q2
$1M Buy
9,635
+7
+0.1% +$729 ﹤0.01% 1319
2024
Q1
$811K Buy
9,628
+7,015
+268% +$591K ﹤0.01% 1381
2023
Q4
$222K Buy
+2,613
New +$222K ﹤0.01% 2017