LPL Financial’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.09M | Buy |
512,331
+17,734
| +4% | +$92.8K | ﹤0.01% | 3470 |
|
|
2025
Q4 | $2.94M | Buy |
494,597
+856
| +0.2% | +$5.13K | ﹤0.01% | 3040 |
|
|
2025
Q3 | $3.92M | Buy |
493,741
+19,699
| +4% | +$160K | ﹤0.01% | 2698 |
|
|
2025
Q2 | $4.1M | Buy |
474,042
+150,271
| +46% | +$1.22M | ﹤0.01% | 2477 |
|
|
2025
Q1 | $2.85M | Buy |
+323,771
| New | +$2.88M | ﹤0.01% | 2621 |
|
|
2022
Q1 | – | Sell |
-158,255
| Closed | -$1.22M | – | 4178 |
|
|
2021
Q4 | $1.22M | Buy |
158,255
+11,215
| +8% | +$85.6K | ﹤0.01% | 2478 |
|
|
2021
Q3 | $1.01M | Buy |
147,040
+6,502
| +5% | +$44.8K | ﹤0.01% | 2604 |
|
|
2021
Q2 | $943K | Sell |
140,538
-41
| -0% | -$282 | ﹤0.01% | 2611 |
|
|
2021
Q1 | $863K | Buy |
140,579
+6,366
| +5% | +$32.2K | ﹤0.01% | 2524 |
|
|
2020
Q4 | $709K | Sell |
134,213
-177,515
| -57% | -$788K | ﹤0.01% | 2457 |
|
|
2020
Q3 | $1.4M | Buy |
+311,728
| New | +$1.51M | ﹤0.01% | 1680 |
|
|
2020
Q2 | – | Sell |
-130,919
| Closed | -$613K | – | 3460 |
|
|
2020
Q1 | $613K | Sell |
130,919
-26,446
| -17% | -$169K | ﹤0.01% | 1965 |
|
|
2019
Q4 | $1.08M | Buy |
157,365
+1,344
| +0.9% | +$9.5K | ﹤0.01% | 1777 |
|
|
2019
Q3 | $1.08M | Buy |
156,021
+39,140
| +33% | +$265K | ﹤0.01% | 1671 |
|
|
2019
Q2 | $780K | Buy |
116,881
+4,542
| +4% | +$30.4K | ﹤0.01% | 1916 |
|
|
2019
Q1 | $753K | Buy |
112,339
+13,782
| +14% | +$88.9K | ﹤0.01% | 1864 |
|
|
2018
Q4 | $576K | Buy |
+98,557
| New | +$586K | ﹤0.01% | 1938 |
|
|
2017
Q4 | – | Sell |
-188,781
| Closed | -$1.1M | – | 3020 |
|
|
2017
Q3 | $1.1M | Buy |
+188,781
| New | +$1.13M | ﹤0.01% | 1365 |
|
Other funds holding AIV
MAP
NM
VPM
WAM
ICM
VCM
OCAM
HF