Raymond James Financial Services Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,724
| Closed | -$916K | – | 3413 |
|
|
2024
Q2 | $916K | Buy |
4,724
+79
| +2% | +$15.3K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $918K | Buy |
4,645
+208
| +5% | +$41.1K | ﹤0.01% | 2123 |
|
|
2023
Q4 | $766K | Sell |
4,437
-71
| -2% | -$12.3K | ﹤0.01% | 2133 |
|
|
2023
Q3 | $697K | Buy |
4,508
+12
| +0.3% | +$1.86K | ﹤0.01% | 2119 |
|
|
2023
Q2 | $651K | Sell |
4,496
-3,774
| -46% | -$547K | ﹤0.01% | 2186 |
|
|
2023
Q1 | $1.18M | Sell |
8,270
-2
| -0% | -$284 | ﹤0.01% | 1804 |
|
|
2022
Q4 | $1.04M | Buy |
8,272
+5,633
| +213% | +$710K | ﹤0.01% | 1812 |
|
|
2022
Q3 | $271K | Hold |
2,639
| – | – | ﹤0.01% | 2628 |
|
|
2022
Q2 | $254K | Hold |
2,639
| – | – | ﹤0.01% | 2698 |
|
|
2022
Q1 | $271K | Buy |
+2,639
| New | +$271K | ﹤0.01% | 2781 |
|