Creative Planning’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $370K | Sell |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $371K | Sell |
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|
2018
Q3 | $667K | Sell |
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|
2018
Q2 | $495K | Sell |
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|
2018
Q1 | $595K | Buy |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $539K | Buy |
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|
2017
Q2 | $635K | Sell |
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|
2017
Q1 | $650K | Buy |
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|
2016
Q4 | $720K | Sell |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $811K | Buy |
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|
2015
Q4 | $675K | Sell |
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|
2015
Q3 | $508K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $468K | Buy |
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|
2014
Q4 | $376K | Sell |
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|
2014
Q3 | $320K | Buy |
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|
2014
Q2 | $206K | Buy |
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|
2014
Q1 | $118K | Hold |
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|
2013
Q4 | $97K | Hold |
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|
2013
Q3 | $82K | Buy |
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|
2013
Q2 | $65K | Buy |
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