Plante Moran Financial Advisors’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-804
| Closed | -$212K | – | 779 |
|
|
2025
Q1 | $212K | Hold |
804
| – | – | 0.02% | 166 |
|
|
2024
Q4 | $235K | Hold |
804
| – | – | 0.02% | 157 |
|
|
2024
Q3 | $221K | Buy |
+804
| New | +$221K | 0.02% | 171 |
|
|
2018
Q2 | – | Sell |
-233
| Closed | -$32K | – | 814 |
|
|
2018
Q1 | $32K | Buy |
+233
| New | +$32K | 0.02% | 423 |
|