Sterling Investment Management’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Hold
5,953
0.8% 36
2025
Q1
$1.28M Sell
5,953
-1,488
-20% -$319K 0.91% 33
2024
Q4
$1.64M Sell
7,441
-1,597
-18% -$351K 1.29% 28
2024
Q3
$2.04M Hold
9,038
1.54% 26
2024
Q2
$1.87M Hold
9,038
1.42% 26
2024
Q1
$1.68M Buy
9,038
+359
+4% +$66.6K 1.18% 27
2023
Q4
$1.62M Buy
+8,679
New +$1.62M 1.19% 30