Sunbelt Securities’s AvidXchange AVDX Stock Holding History

Sunbelt Securities’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-68	Closed	-$677	–	2797
2025 Q3	$677	Buy	+68	New	+$673	﹤0.01%	2140

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities's AVDX Position: Q4 2025 in Review

Sunbelt Securities sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 68 shares — an estimated $677 sold.

Sunbelt Securities first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $677 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Sunbelt Securities reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 68 AvidXchange shares in Q4 2025, an estimated $677.
Sunbelt Securities first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's AvidXchange position peaked at $677 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.