Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
2,015
+204
| +11% | +$47.4K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $408K | Buy |
1,811
+374
| +26% | +$84.3K | ﹤0.01% | 931 |
|
|
2024
Q4 | $344K | Sell |
1,437
-3
| -0.2% | -$718 | ﹤0.01% | 957 |
|
|
2024
Q3 | $321K | Buy |
1,440
+15
| +1% | +$3.35K | ﹤0.01% | 930 |
|
|
2024
Q2 | $276K | Buy |
1,425
+77
| +6% | +$14.9K | ﹤0.01% | 922 |
|
|
2024
Q1 | $266K | Sell |
1,348
-338
| -20% | -$66.8K | ﹤0.01% | 914 |
|
|
2023
Q4 | $291K | Buy |
1,686
+34
| +2% | +$5.87K | ﹤0.01% | 943 |
|
|
2023
Q3 | $255K | Buy |
1,652
+93
| +6% | +$14.4K | ﹤0.01% | 750 |
|
|
2023
Q2 | $226K | Buy |
1,559
+1
| +0.1% | +$145 | ﹤0.01% | 812 |
|
|
2023
Q1 | $221K | Buy |
+1,558
| New | +$221K | ﹤0.01% | 730 |
|