Stifel Financial’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $330K | Buy |
+12,944
| New | +$388K | ﹤0.01% | 3120 |
|
|
2025
Q3 | – | Sell |
-47,211
| Closed | -$717K | – | 3537 |
|
|
2025
Q2 | $717K | Buy |
47,211
+14,887
| +46% | +$195K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $390K | Sell |
32,324
-76,267
| -70% | -$1.38M | ﹤0.01% | 2843 |
|
|
2024
Q4 | $2.55M | Sell |
108,591
-9,686
| -8% | -$280K | ﹤0.01% | 1613 |
|
|
2024
Q3 | $4.49M | Buy |
118,277
+30,718
| +35% | +$950K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $2.52M | Buy |
87,559
+72,140
| +468% | +$1.99M | ﹤0.01% | 1561 |
|
|
2024
Q1 | $372K | Buy |
15,419
+1,572
| +11% | +$35.2K | ﹤0.01% | 2780 |
|
|
2023
Q4 | $439K | Sell |
13,847
-7,818
| -36% | -$236K | ﹤0.01% | 2638 |
|
|
2023
Q3 | $835K | Buy |
21,665
+11,181
| +107% | +$540K | ﹤0.01% | 2161 |
|
|
2023
Q2 | $510K | Buy |
10,484
+780
| +8% | +$35.1K | ﹤0.01% | 2512 |
|
|
2023
Q1 | $478K | Buy |
9,704
+479
| +5% | +$25.4K | ﹤0.01% | 2538 |
|
|
2022
Q4 | $527K | Sell |
9,225
-705
| -7% | -$43K | ﹤0.01% | 2438 |
|
|
2022
Q3 | $660K | Sell |
9,930
-1,556
| -14% | -$95.6K | ﹤0.01% | 2259 |
|
|
2022
Q2 | $523K | Sell |
11,486
-1,917
| -14% | -$107K | ﹤0.01% | 2440 |
|
|
2022
Q1 | $1.06M | Sell |
13,403
-74,502
| -85% | -$4.7M | ﹤0.01% | 2068 |
|
|
2021
Q4 | $7.16M | Buy |
87,905
+31,205
| +55% | +$2.5M | 0.01% | 893 |
|
|
2021
Q3 | $3.31M | Buy |
56,700
+41,347
| +269% | +$2.72M | ﹤0.01% | 1253 |
|
|
2021
Q2 | $963K | Sell |
15,353
-592
| -4% | -$31.9K | ﹤0.01% | 2133 |
|
|
2021
Q1 | $775K | Buy |
15,945
+1,164
| +8% | +$64.1K | ﹤0.01% | 2173 |
|
|
2020
Q4 | $772K | Sell |
14,781
-244
| -2% | -$10.5K | ﹤0.01% | 2037 |
|
|
2020
Q3 | $502K | Buy |
+15,025
| New | +$455K | ﹤0.01% | 2090 |
|
Other funds holding AMRC
VCM
RA
VPM