Steward Partners Investment Advisory’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.6K | Sell |
209
-38
| -15% | -$11.5K | ﹤0.01% | 2704 |
|
|
2025
Q4 | $88.9K | Buy |
247
+100
| +68% | +$36.1K | ﹤0.01% | 2364 |
|
|
2025
Q3 | $50.6K | Buy |
147
+127
| +635% | +$40.5K | ﹤0.01% | 2607 |
|
|
2025
Q2 | $5.97K | Hold |
20
| – | – | ﹤0.01% | 3412 |
|
|
2025
Q1 | $5.27K | Sell |
20
-294
| -94% | -$88.9K | ﹤0.01% | 3363 |
|
|
2024
Q4 | $91.7K | Buy |
314
+294
| +1,470% | +$91.8K | ﹤0.01% | 2023 |
|
|
2024
Q3 | $5.51K | Sell |
20
-250
| -93% | -$62.1K | ﹤0.01% | 3154 |
|
|
2024
Q2 | $65.2K | Buy |
270
+40
| +17% | +$10.2K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $61.8K | Buy |
230
+30
| +15% | +$7.27K | ﹤0.01% | 1998 |
|
|
2023
Q4 | $41K | Sell |
200
-100
| -33% | -$18.1K | ﹤0.01% | 2079 |
|
|
2023
Q3 | $51.1K | Hold |
300
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q2 | $48.9K | Hold |
300
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q1 | $54.8K | Buy |
300
+100
| +50% | +$18.5K | ﹤0.01% | 1829 |
|
|
2022
Q4 | $33.1K | Buy |
+200
| New | +$35.5K | ﹤0.01% | 1999 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | -$1K | – | 2590 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2495 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1.38K | ﹤0.01% | 2504 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$2K | – | 882 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 2342 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2317 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2104 |
|
|
2017
Q4 | $1K | Buy |
10
+9
| +900% | +$1.5K | ﹤0.01% | 1765 |
|
|
2017
Q3 | $0 | Sell |
1
-3
| -75% | -$559 | ﹤0.01% | 1671 |
|
|
2017
Q2 | $0 | Sell |
4
-52
| -93% | -$9.18K | ﹤0.01% | 1619 |
|
|
2017
Q1 | $11K | Buy |
+56
| New | +$11.8K | ﹤0.01% | 910 |
|
Other funds holding AYI
VPM
VCM
