IFP Advisors’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
$230K Sell
669
-45
-6% -$15.5K 0.01% 1204
2025
Q1
$188K Buy
714
+31
+5% +$8.17K 0.01% 1204
2024
Q4
$200K Sell
683
-29
-4% -$8.48K 0.01% 1128
2024
Q3
$196K Buy
712
+630
+768% +$174K 0.01% 1100
2024
Q2
$19.8K Buy
82
+25
+44% +$6.04K ﹤0.01% 2091
2024
Q1
$15.4K Sell
57
-2
-3% -$539 ﹤0.01% 2093
2023
Q4
$12.1K Buy
59
+37
+168% +$7.6K ﹤0.01% 2119
2023
Q3
$3.78K Sell
22
-4
-15% -$687 ﹤0.01% 2617
2023
Q2
$4.24K Buy
26
+1
+4% +$163 ﹤0.01% 2598
2023
Q1
$2.97K Sell
25
-299
-92% -$35.5K ﹤0.01% 2768
2022
Q4
$43K Buy
324
+51
+19% +$6.77K ﹤0.01% 2340
2022
Q3
$34K Buy
273
+7
+3% +$872 ﹤0.01% 2660
2022
Q2
$33K Hold
266
﹤0.01% 2450
2022
Q1
$33K Buy
266
+244
+1,109% +$30.3K ﹤0.01% 2450
2021
Q4
$5K Buy
22
+8
+57% +$1.82K ﹤0.01% 2421
2021
Q3
$2K Buy
+14
New +$2K ﹤0.01% 2751
2021
Q2
Hold
0
3121
2021
Q1
Sell
-11
Closed -$1K 3051
2020
Q4
$1K Hold
11
﹤0.01% 2698
2020
Q3
$1K Hold
11
﹤0.01% 2569
2020
Q2
$1K Hold
11
﹤0.01% 2473
2020
Q1
$1K Sell
11
-512
-98% -$46.5K ﹤0.01% 2445
2019
Q4
$73K Buy
523
+2
+0.4% +$279 0.01% 1089
2019
Q3
$69K Buy
+521
New +$69K ﹤0.01% 1215
2019
Q1
$26K Sell
213
-893
-81% -$109K ﹤0.01% 1219
2018
Q4
$126K Sell
1,106
-90
-8% -$10.3K 0.01% 1070
2018
Q3
$188K Sell
1,196
-52
-4% -$8.17K 0.01% 1111
2018
Q2
$145K Buy
1,248
+905
+264% +$105K 0.01% 1250
2018
Q1
$60K Hold
343
﹤0.01% 1709
2017
Q4
$60K Sell
343
-707
-67% -$124K ﹤0.01% 1706
2017
Q3
$180K Sell
1,050
-57
-5% -$9.77K 0.01% 1194
2017
Q2
$225K Buy
1,107
+143
+15% +$29.1K 0.01% 1059
2017
Q1
$197K Buy
964
+26
+3% +$5.31K 0.01% 1115
2016
Q4
$217K Buy
938
+73
+8% +$16.9K 0.01% 1006
2016
Q3
$229K Sell
865
-64
-7% -$16.9K 0.01% 938
2016
Q2
$230K Buy
929
+716
+336% +$177K 0.01% 903
2016
Q1
$26K Sell
213
-857
-80% -$105K ﹤0.01% 1219
2015
Q4
$250K Buy
+1,070
New +$250K 0.02% 741