Forum Financial Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
1,137
-1
| -0.1% | -$298 | 0.01% | 597 |
|
|
2025
Q1 | $300K | Buy |
1,138
+3
| +0.3% | +$790 | 0.01% | 591 |
|
|
2024
Q4 | $332K | Sell |
1,135
-199
| -15% | -$58.1K | 0.01% | 555 |
|
|
2024
Q3 | $367K | Sell |
1,334
-15
| -1% | -$4.13K | 0.01% | 434 |
|
|
2024
Q2 | $326K | Buy |
1,349
+2
| +0.1% | +$483 | 0.01% | 445 |
|
|
2024
Q1 | $362K | Sell |
1,347
-14
| -1% | -$3.76K | 0.01% | 430 |
|
|
2023
Q4 | $279K | Hold |
1,361
| – | – | 0.01% | 481 |
|
|
2023
Q3 | $232K | Hold |
1,361
| – | – | 0.01% | 526 |
|
|
2023
Q2 | $222K | Buy |
1,361
+266
| +24% | +$43.4K | 0.01% | 572 |
|
|
2023
Q1 | $200K | Buy |
+1,095
| New | +$200K | 0.01% | 577 |
|
|
2022
Q2 | – | Sell |
-1,095
| Closed | -$207K | – | 583 |
|
|
2022
Q1 | $207K | Hold |
1,095
| – | – | 0.01% | 554 |
|
|
2021
Q4 | $232K | Buy |
+1,095
| New | +$232K | 0.01% | 542 |
|