IFP Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
967
-77
| -7% | -$20.8K | 0.01% | 1131 |
|
|
2025
Q1 | $235K | Buy |
1,044
+605
| +138% | +$136K | 0.01% | 1097 |
|
|
2024
Q4 | $105K | Buy |
439
+24
| +6% | +$5.75K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $92.6K | Buy |
+415
| New | +$92.6K | ﹤0.01% | 1443 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$20K | – | 3380 |
|
|
2022
Q4 | $20K | Sell |
69
-2
| -3% | -$580 | ﹤0.01% | 2865 |
|
|
2022
Q3 | $20K | Hold |
71
| – | – | ﹤0.01% | 3062 |
|
|
2022
Q2 | $20K | Hold |
71
| – | – | ﹤0.01% | 2820 |
|
|
2022
Q1 | $20K | Buy |
+71
| New | +$20K | ﹤0.01% | 2820 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3327 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3039 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2976 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2913 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2815 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$1K | – | 2710 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q4 | $1K | Sell |
12
-67
| -85% | -$5.58K | ﹤0.01% | 2608 |
|
|
2019
Q3 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 2309 |
|
|
2019
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q4 | $4K | Sell |
67
-84
| -56% | -$5.02K | ﹤0.01% | 2859 |
|
|
2018
Q3 | $12K | Sell |
151
-4
| -3% | -$318 | ﹤0.01% | 2695 |
|
|
2018
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 2775 |
|
|
2018
Q1 | $11K | Hold |
155
| – | – | ﹤0.01% | 2710 |
|
|
2017
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 2706 |
|
|
2017
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 2965 |
|
|
2017
Q2 | $9K | Hold |
155
| – | – | ﹤0.01% | 3037 |
|
|
2017
Q1 | $10K | Hold |
155
| – | – | ﹤0.01% | 2861 |
|
|
2016
Q4 | $9K | Sell |
155
-8
| -5% | -$465 | ﹤0.01% | 2927 |
|
|
2016
Q3 | $8K | Buy |
163
+84
| +106% | +$4.12K | ﹤0.01% | 2931 |
|
|
2016
Q2 | $4K | Buy |
79
+12
| +18% | +$608 | ﹤0.01% | 3208 |
|
|
2016
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 1912 |
|
|
2015
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 3134 |
|