Sage Mountain 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 | $381K | Sell |
1,277
-61
| -5% | -$18.2K | 0.02% | 285 |
|
2025
Q1 | $352K | Sell |
1,338
-379
| -22% | -$99.8K | 0.03% | 270 |
|
2024
Q4 | $502K | Buy |
+1,717
| New | +$502K | 0.04% | 212 |
|
2024
Q2 | – | Sell |
-1,219
| Closed | -$328K | – | 422 |
|
2024
Q1 | $328K | Buy |
+1,219
| New | +$328K | 0.03% | 222 |
|
2023
Q4 | – | Sell |
-1,510
| Closed | -$257K | – | 359 |
|
2023
Q3 | $257K | Hold |
1,510
| – | – | 0.04% | 205 |
|
2023
Q2 | $246K | Buy |
+1,510
| New | +$246K | 0.04% | 210 |
|