Steward Partners Investment Advisory’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415 | Hold |
48
| – | – | ﹤0.01% | 3975 |
|
|
2025
Q1 | $422 | Hold |
48
| – | – | ﹤0.01% | 3870 |
|
|
2024
Q4 | $436 | Hold |
48
| – | – | ﹤0.01% | 3858 |
|
|
2024
Q3 | $434 | Hold |
48
| – | – | ﹤0.01% | 3611 |
|
|
2024
Q2 | $398 | Hold |
48
| – | – | ﹤0.01% | 3492 |
|
|
2024
Q1 | $393 | Hold |
48
| – | – | ﹤0.01% | 3445 |
|
|
2023
Q4 | $376 | Hold |
48
| – | – | ﹤0.01% | 3380 |
|
|
2023
Q3 | $326 | Hold |
48
| – | – | ﹤0.01% | 3274 |
|
|
2023
Q2 | $409 | Hold |
48
| – | – | ﹤0.01% | 3202 |
|
|
2023
Q1 | $369 | Hold |
48
| – | – | ﹤0.01% | 3190 |
|
|
2022
Q4 | $342 | Hold |
48
| – | – | ﹤0.01% | 3222 |
|
|
2022
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 3217 |
|
|
2022
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 3227 |
|
|
2022
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 3271 |
|
|
2021
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 3173 |
|
|
2021
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 3149 |
|
|
2021
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 7070 |
|
|
2021
Q1 | $295 | Hold |
48
| – | – | ﹤0.01% | 3365 |
|
|
2020
Q4 | $0 | Sell |
48
-950
| -95% | – | ﹤0.01% | 2864 |
|
|
2020
Q3 | $4K | Buy |
998
+630
| +171% | +$2.53K | ﹤0.01% | 2409 |
|
|
2020
Q2 | $2K | Sell |
368
-495
| -57% | -$2.69K | ﹤0.01% | 2456 |
|
|
2020
Q1 | $4K | Hold |
863
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q4 | $5K | Hold |
863
| – | – | ﹤0.01% | 2218 |
|
|
2019
Q3 | $6K | Hold |
863
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q2 | $5K | Buy |
+863
| New | +$5K | ﹤0.01% | 2200 |
|
|
2018
Q4 | – | Sell |
-1,749
| Closed | -$10K | – | 811 |
|
|
2018
Q3 | $10K | Hold |
1,749
| – | – | ﹤0.01% | 1858 |
|
|
2018
Q2 | $10K | Hold |
1,749
| – | – | ﹤0.01% | 1724 |
|
|
2018
Q1 | $9K | Buy |
+1,749
| New | +$9K | ﹤0.01% | 1593 |
|