LPL Financial’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67,261
| Closed | -$1.55M | – | 5211 |
|
|
2024
Q4 | $1.55M | Buy |
67,261
+6,872
| +11% | +$159K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $2.29M | Buy |
60,389
+8,755
| +17% | +$332K | ﹤0.01% | 2571 |
|
|
2024
Q2 | $1.49M | Sell |
51,634
-815
| -2% | -$23.5K | ﹤0.01% | 2850 |
|
|
2024
Q1 | $1.27M | Buy |
52,449
+20,973
| +67% | +$506K | ﹤0.01% | 2941 |
|
|
2023
Q4 | $997K | Sell |
31,476
-207
| -0.7% | -$6.56K | ﹤0.01% | 3021 |
|
|
2023
Q3 | $1.13M | Buy |
31,683
+2,395
| +8% | +$85.7K | ﹤0.01% | 2773 |
|
|
2023
Q2 | $1.42M | Sell |
29,288
-2,357
| -7% | -$115K | ﹤0.01% | 2536 |
|
|
2023
Q1 | $1.56M | Buy |
31,645
+944
| +3% | +$46.5K | ﹤0.01% | 2362 |
|
|
2022
Q4 | $1.66M | Buy |
30,701
+1,957
| +7% | +$106K | ﹤0.01% | 2219 |
|
|
2022
Q3 | $1.91M | Sell |
28,744
-1,777
| -6% | -$118K | ﹤0.01% | 2019 |
|
|
2022
Q2 | $1.3M | Buy |
30,521
+2,614
| +9% | +$112K | ﹤0.01% | 2351 |
|
|
2022
Q1 | $2.22M | Buy |
27,907
+7,230
| +35% | +$574K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $1.67M | Buy |
20,677
+5,499
| +36% | +$444K | ﹤0.01% | 2219 |
|
|
2021
Q3 | $892K | Buy |
15,178
+1,713
| +13% | +$101K | ﹤0.01% | 2694 |
|
|
2021
Q2 | $845K | Buy |
13,465
+2,092
| +18% | +$131K | ﹤0.01% | 2699 |
|
|
2021
Q1 | $553K | Buy |
11,373
+2,446
| +27% | +$119K | ﹤0.01% | 2928 |
|
|
2020
Q4 | $466K | Buy |
8,927
+555
| +7% | +$29K | ﹤0.01% | 2812 |
|
|
2020
Q3 | $280K | Buy |
+8,372
| New | +$280K | ﹤0.01% | 2935 |
|