Lido Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
2,282
-298
| -12% | -$61.2K | ﹤0.01% | 1013 |
|
|
2025
Q1 | $558K | Buy |
2,580
+78
| +3% | +$16.9K | ﹤0.01% | 921 |
|
|
2024
Q4 | $555K | Buy |
2,502
+112
| +5% | +$24.8K | ﹤0.01% | 899 |
|
|
2024
Q3 | $538K | Buy |
2,390
+628
| +36% | +$141K | ﹤0.01% | 841 |
|
|
2024
Q2 | $368K | Buy |
1,762
+187
| +12% | +$39K | ﹤0.01% | 926 |
|
|
2024
Q1 | $295K | Sell |
1,575
-47
| -3% | -$8.8K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $306K | Buy |
+1,622
| New | +$306K | ﹤0.01% | 922 |
|
|
2023
Q1 | – | Sell |
-5,278
| Closed | -$853K | – | 989 |
|
|
2022
Q4 | $853K | Sell |
5,278
-114
| -2% | -$18.4K | 0.01% | 403 |
|
|
2022
Q3 | $993K | Sell |
5,392
-1,808
| -25% | -$333K | 0.01% | 333 |
|
|
2022
Q2 | $1.4M | Sell |
7,200
-2,176
| -23% | -$423K | 0.02% | 252 |
|
|
2022
Q1 | $2.33M | Sell |
9,376
-114
| -1% | -$28.3K | 0.03% | 223 |
|
|
2021
Q4 | $2.4M | Buy |
9,490
+202
| +2% | +$51K | 0.03% | 219 |
|
|
2021
Q3 | $2.06M | Buy |
9,288
+3,821
| +70% | +$847K | 0.03% | 235 |
|
|
2021
Q2 | $1.15M | Buy |
5,467
+372
| +7% | +$78.3K | 0.02% | 310 |
|
|
2021
Q1 | $948K | Buy |
5,095
+62
| +1% | +$11.5K | 0.02% | 314 |
|
|
2020
Q4 | $815K | Buy |
5,033
+838
| +20% | +$136K | 0.02% | 326 |
|
|
2020
Q3 | $633K | Buy |
+4,195
| New | +$633K | 0.02% | 300 |
|