Summit Securities Group’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77 Sell
4
-2,623
-100% -$50.5K ﹤0.01% 906
2025
Q1
$37.9K Buy
2,627
+2,263
+622% +$32.7K 0.01% 251
2024
Q4
$6.01K Buy
+364
New +$6.01K ﹤0.01% 386
2024
Q3
Sell
-49
Closed -$1K 454
2024
Q2
$1K Buy
+49
New +$1K ﹤0.01% 412
2022
Q3
Sell
-1
Closed 704
2022
Q2
$0 Hold
1
﹤0.01% 724
2022
Q1
$0 Buy
+1
New ﹤0.01% 835