Steward Partners Investment Advisory’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 | $1.65M | Buy |
8,126
+76
| +0.9% | +$15.5K | 0.01% | 782 |
|
|
2025
Q1 | $1.73M | Buy |
8,050
+292
| +4% | +$62.7K | 0.02% | 705 |
|
|
2024
Q4 | $1.71M | Buy |
7,758
+1,647
| +27% | +$362K | 0.02% | 685 |
|
|
2024
Q3 | $1.38M | Sell |
6,111
-25
| -0.4% | -$5.63K | 0.01% | 751 |
|
|
2024
Q2 | $1.27M | Sell |
6,136
-90
| -1% | -$18.6K | 0.01% | 731 |
|
|
2024
Q1 | $1.16M | Buy |
6,226
+55
| +0.9% | +$10.2K | 0.01% | 738 |
|
|
2023
Q4 | $1.16M | Sell |
6,171
-11
| -0.2% | -$2.06K | 0.02% | 676 |
|
|
2023
Q3 | $1.06M | Sell |
6,182
-184
| -3% | -$31.6K | 0.02% | 658 |
|
|
2023
Q2 | $1.2M | Sell |
6,366
-803
| -11% | -$152K | 0.02% | 634 |
|
|
2023
Q1 | $1.2M | Sell |
7,169
-2,415
| -25% | -$406K | 0.02% | 634 |
|
|
2022
Q4 | $1.55M | Sell |
9,584
-345
| -3% | -$55.7K | 0.03% | 528 |
|
|
2022
Q3 | $1.83M | Buy |
9,929
+2,832
| +40% | +$522K | 0.03% | 460 |
|
|
2022
Q2 | $1.38M | Buy |
7,097
+173
| +2% | +$33.6K | 0.03% | 545 |
|
|
2022
Q1 | $1.72M | Sell |
6,924
-23
| -0.3% | -$5.71K | 0.03% | 526 |
|
|
2021
Q4 | $1.76M | Sell |
6,947
-89
| -1% | -$22.5K | 0.03% | 527 |
|
|
2021
Q3 | $1.56M | Sell |
7,036
-86
| -1% | -$19.1K | 0.03% | 522 |
|
|
2021
Q2 | $1.49M | Sell |
7,122
-348
| -5% | -$72.6K | 0.03% | 535 |
|
|
2021
Q1 | $1.38M | Buy |
7,470
+517
| +7% | +$95.4K | 0.02% | 537 |
|
|
2020
Q4 | $1.12M | Buy |
6,953
+3,767
| +118% | +$604K | 0.02% | 528 |
|
|
2020
Q3 | $476K | Buy |
3,186
+45
| +1% | +$6.72K | 0.01% | 685 |
|
|
2020
Q2 | $486K | Buy |
3,141
+41
| +1% | +$6.34K | 0.01% | 633 |
|
|
2020
Q1 | $456K | Sell |
3,100
-32
| -1% | -$4.71K | 0.02% | 573 |
|
|
2019
Q4 | $656K | Buy |
3,132
+19
| +0.6% | +$3.98K | 0.02% | 562 |
|
|
2019
Q3 | $670K | Buy |
3,113
+1
| +0% | +$215 | 0.02% | 512 |
|
|
2019
Q2 | $632K | Buy |
3,112
+237
| +8% | +$48.1K | 0.02% | 503 |
|
|
2019
Q1 | $577K | Sell |
2,875
-1,034
| -26% | -$208K | 0.02% | 477 |
|
|
2018
Q4 | $680K | Buy |
3,909
+1
| +0% | +$174 | 0.03% | 415 |
|
|
2018
Q3 | $708K | Buy |
3,908
+66
| +2% | +$12K | 0.03% | 428 |
|
|
2018
Q2 | $660K | Sell |
3,842
-9
| -0.2% | -$1.55K | 0.04% | 404 |
|
|
2018
Q1 | $633K | Buy |
+3,851
| New | +$633K | 0.04% | 370 |
|