Montag & Associates’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,338
-33,991
| -94% | -$5.03M | 0.02% | 338 |
|
|
2025
Q1 | $6.09M | Hold |
36,329
| – | – | 0.3% | 78 |
|
|
2024
Q4 | $5.62M | Hold |
36,329
| – | – | 0.27% | 81 |
|
|
2024
Q3 | $5.77M | Hold |
36,329
| – | – | 0.27% | 84 |
|
|
2024
Q2 | $5.18M | Hold |
36,329
| – | – | 0.26% | 85 |
|
|
2024
Q1 | $4.78M | Hold |
36,329
| – | – | 0.24% | 96 |
|
|
2023
Q4 | $4.88M | Hold |
36,329
| – | – | 0.27% | 84 |
|
|
2023
Q3 | $4.67M | Hold |
36,329
| – | – | 0.3% | 77 |
|
|
2023
Q2 | $5.52M | Hold |
36,329
| – | – | 0.34% | 69 |
|
|
2023
Q1 | $5.49M | Sell |
36,329
-685
| -2% | -$103K | 0.36% | 71 |
|
|
2022
Q4 | $5.81M | Sell |
37,014
-426
| -1% | -$66.9K | 0.39% | 68 |
|
|
2022
Q3 | $5.81M | Hold |
37,440
| – | – | 0.4% | 68 |
|
|
2022
Q2 | $6.54M | Hold |
37,440
| – | – | 0.42% | 61 |
|
|
2022
Q1 | $7.84M | Hold |
37,440
| – | – | 0.42% | 60 |
|
|
2021
Q4 | $8.59M | Sell |
37,440
-710
| -2% | -$163K | 0.42% | 64 |
|
|
2021
Q3 | $7.13M | Buy |
38,150
+1,111
| +3% | +$207K | 0.38% | 67 |
|
|
2021
Q2 | $6.24M | Hold |
37,039
| – | – | 0.33% | 85 |
|
|
2021
Q1 | $5.35M | Hold |
37,039
| – | – | 0.3% | 92 |
|
|
2020
Q4 | $4.69M | Buy |
37,039
+34,520
| +1,370% | +$4.37M | 0.29% | 91 |
|
|
2020
Q3 | $292K | Buy |
2,519
+400
| +19% | +$46.4K | 0.02% | 267 |
|
|
2020
Q2 | $243K | Hold |
2,119
| – | – | 0.02% | 275 |
|
|
2020
Q1 | $218K | Hold |
2,119
| – | – | 0.02% | 268 |
|
|
2019
Q4 | $279K | Hold |
2,119
| – | – | 0.02% | 268 |
|
|
2019
Q3 | $276K | Hold |
2,119
| – | – | 0.02% | 266 |
|
|
2019
Q2 | $250K | Hold |
2,119
| – | – | 0.02% | 280 |
|
|
2019
Q1 | $232K | Hold |
2,119
| – | – | 0.02% | 283 |
|
|
2018
Q4 | $203K | Hold |
2,119
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $212K | Buy |
2,119
+5
| +0.2% | +$500 | 0.02% | 307 |
|
|
2018
Q2 | $213K | Buy |
+2,114
| New | +$213K | 0.02% | 268 |
|
|
2018
Q1 | – | Sell |
-2,104
| Closed | -$212K | – | 294 |
|
|
2017
Q4 | $212K | Buy |
2,104
+4
| +0.2% | +$403 | 0.02% | 261 |
|
|
2017
Q3 | $224K | Buy |
2,100
+4
| +0.2% | +$427 | 0.02% | 234 |
|
|
2017
Q2 | $221K | Buy |
2,096
+5
| +0.2% | +$527 | 0.02% | 230 |
|
|
2017
Q1 | $213K | Buy |
2,091
+4
| +0.2% | +$407 | 0.02% | 229 |
|
|
2016
Q4 | $204K | Buy |
+2,087
| New | +$204K | 0.02% | 234 |
|