Sheaff Brock Investment Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.23M | Sell |
5,754
-52
| -0.9% | -$11.2K | 0.11% | 153 |
|
2024
Q4 | $1.28M | Sell |
5,806
-92
| -2% | -$20.2K | 0.11% | 140 |
|
2024
Q3 | $1.33M | Sell |
5,898
-64
| -1% | -$14.4K | 0.12% | 146 |
|
2024
Q2 | $1.23M | Sell |
5,962
-399
| -6% | -$82.5K | 0.11% | 145 |
|
2024
Q1 | $1.18M | Buy |
6,361
+69
| +1% | +$12.8K | 0.07% | 159 |
|
2023
Q4 | $1.18M | Buy |
6,292
+195
| +3% | +$36.5K | 0.09% | 153 |
|
2023
Q3 | $1.05M | Hold |
6,097
| – | – | 0.09% | 156 |
|
2023
Q2 | $1.15M | Buy |
6,097
+9
| +0.1% | +$1.7K | 0.1% | 146 |
|
2023
Q1 | $1.02M | Buy |
6,088
+55
| +0.9% | +$9.24K | 0.09% | 168 |
|
2022
Q4 | $974K | Buy |
6,033
+136
| +2% | +$22K | 0.1% | 172 |
|
2022
Q3 | $1.09M | Buy |
5,897
+119
| +2% | +$21.9K | 0.12% | 140 |
|
2022
Q2 | $1.12M | Buy |
5,778
+187
| +3% | +$36.3K | 0.09% | 140 |
|
2022
Q1 | $1.39M | Buy |
5,591
+362
| +7% | +$89.9K | 0.1% | 138 |
|
2021
Q4 | $1.32M | Buy |
5,229
+414
| +9% | +$105K | 0.09% | 151 |
|
2021
Q3 | $1.07M | Buy |
4,815
+132
| +3% | +$29.3K | 0.08% | 164 |
|
2021
Q2 | $977K | Buy |
4,683
+487
| +12% | +$102K | 0.07% | 174 |
|
2021
Q1 | $774K | Buy |
4,196
+343
| +9% | +$63.3K | 0.06% | 187 |
|
2020
Q4 | $618K | Sell |
3,853
-37
| -1% | -$5.94K | 0.05% | 200 |
|
2020
Q3 | $581K | Buy |
3,890
+45
| +1% | +$6.72K | 0.05% | 199 |
|
2020
Q2 | $595K | Buy |
3,845
+462
| +14% | +$71.5K | 0.06% | 198 |
|
2020
Q1 | $498K | Buy |
3,383
+270
| +9% | +$39.7K | 0.07% | 188 |
|
2019
Q4 | $653K | Buy |
3,113
+565
| +22% | +$119K | 0.06% | 202 |
|
2019
Q3 | $549K | Buy |
2,548
+377
| +17% | +$81.2K | 0.06% | 228 |
|
2019
Q2 | $441K | Buy |
2,171
+124
| +6% | +$25.2K | 0.05% | 258 |
|
2019
Q1 | $411K | Buy |
2,047
+167
| +9% | +$33.5K | 0.05% | 282 |
|
2018
Q4 | $327K | Buy |
+1,880
| New | +$327K | 0.05% | 301 |
|