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