IFP Advisors’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.5K | Sell |
191
-33
| -15% | -$10K | ﹤0.01% | 2201 |
|
|
2025
Q4 | $80.6K | Sell |
224
-175
| -44% | -$63.3K | ﹤0.01% | 1932 |
|
|
2025
Q3 | $137K | Sell |
399
-270
| -40% | -$86.1K | ﹤0.01% | 1488 |
|
|
2025
Q2 | $230K | Sell |
669
-45
| -6% | -$11.7K | 0.01% | 1204 |
|
|
2025
Q1 | $188K | Buy |
714
+31
| +5% | +$9.38K | 0.01% | 1204 |
|
|
2024
Q4 | $200K | Sell |
683
-29
| -4% | -$9.05K | 0.01% | 1128 |
|
|
2024
Q3 | $196K | Buy |
712
+630
| +768% | +$157K | 0.01% | 1100 |
|
|
2024
Q2 | $19.8K | Buy |
82
+25
| +44% | +$6.39K | ﹤0.01% | 2091 |
|
|
2024
Q1 | $15.4K | Sell |
57
-2
| -3% | -$484 | ﹤0.01% | 2093 |
|
|
2023
Q4 | $12.1K | Buy |
59
+37
| +168% | +$6.68K | ﹤0.01% | 2119 |
|
|
2023
Q3 | $3.78K | Sell |
22
-4
| -15% | -$653 | ﹤0.01% | 2617 |
|
|
2023
Q2 | $4.24K | Buy |
26
+1
| +4% | +$160 | ﹤0.01% | 2598 |
|
|
2023
Q1 | $2.96K | Sell |
25
-299
| -92% | -$55.2K | ﹤0.01% | 2768 |
|
|
2022
Q4 | $43K | Buy |
324
+51
| +19% | +$9.05K | ﹤0.01% | 2340 |
|
|
2022
Q3 | $34K | Buy |
273
+7
| +3% | +$1.18K | ﹤0.01% | 2659 |
|
|
2022
Q2 | $33K | Hold |
266
| – | – | ﹤0.01% | 2449 |
|
|
2022
Q1 | $33K | Buy |
266
+244
| +1,109% | +$46.9K | ﹤0.01% | 2449 |
|
|
2021
Q4 | $5K | Buy |
22
+8
| +57% | +$1.65K | ﹤0.01% | 2465 |
|
|
2021
Q3 | $2K | Buy |
+14
| New | +$2.45K | ﹤0.01% | 2813 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3166 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$1.4K | – | 3106 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2726 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2596 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2503 |
|
|
2020
Q1 | $1K | Sell |
11
-512
| -98% | -$56.2K | ﹤0.01% | 2489 |
|
|
2019
Q4 | $73K | Buy |
523
+2
| +0.4% | +$257 | 0.01% | 1089 |
|
|
2019
Q3 | $69K | Buy |
+521
| New | +$67.9K | ﹤0.01% | 1215 |
|
|
2019
Q1 | $26K | Sell |
213
-893
| -81% | -$111K | ﹤0.01% | 1219 |
|
|
2018
Q4 | $126K | Sell |
1,106
-90
| -8% | -$11.1K | 0.01% | 1076 |
|
|
2018
Q3 | $188K | Sell |
1,196
-52
| -4% | -$7.46K | 0.01% | 1115 |
|
|
2018
Q2 | $145K | Buy |
1,248
+905
| +264% | +$110K | 0.01% | 1259 |
|
|
2018
Q1 | $60K | Hold |
343
| – | – | ﹤0.01% | 1709 |
|
|
2017
Q4 | $60K | Sell |
343
-707
| -67% | -$118K | ﹤0.01% | 1726 |
|
|
2017
Q3 | $180K | Sell |
1,050
-57
| -5% | -$10.6K | 0.01% | 1200 |
|
|
2017
Q2 | $225K | Buy |
1,107
+143
| +15% | +$25.2K | 0.01% | 1062 |
|
|
2017
Q1 | $197K | Buy |
964
+26
| +3% | +$5.49K | 0.01% | 1119 |
|
|
2016
Q4 | $217K | Buy |
938
+73
| +8% | +$17.7K | 0.01% | 1008 |
|
|
2016
Q3 | $229K | Sell |
865
-64
| -7% | -$17K | 0.01% | 941 |
|
|
2016
Q2 | $230K | Buy |
929
+716
| +336% | +$179K | 0.01% | 904 |
|
|
2016
Q1 | $26K | Sell |
213
-857
| -80% | -$177K | ﹤0.01% | 1219 |
|
|
2015
Q4 | $250K | Buy |
+1,070
| New | +$232K | 0.02% | 743 |
|
Other funds holding AYI
VPM
VCM
