United Capital Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-933
| Closed | -$210K | – | 1084 |
|
|
2025
Q1 | $210K | Sell |
933
-11
| -1% | -$2.48K | ﹤0.01% | 996 |
|
|
2024
Q4 | $226K | Buy |
+944
| New | +$226K | ﹤0.01% | 971 |
|
|
2024
Q2 | – | Sell |
-1,117
| Closed | -$221K | – | 1028 |
|
|
2024
Q1 | $221K | Buy |
+1,117
| New | +$221K | ﹤0.01% | 983 |
|
|
2023
Q4 | – | Sell |
-1,323
| Closed | -$205K | – | 1058 |
|
|
2023
Q3 | $205K | Buy |
+1,323
| New | +$205K | ﹤0.01% | 799 |
|
|
2015
Q2 | – | Sell |
-5,080
| Closed | -$212K | – | 1252 |
|
|
2015
Q1 | $212K | Sell |
5,080
-589
| -10% | -$24.6K | ﹤0.01% | 1165 |
|
|
2014
Q4 | $258K | Sell |
5,669
-15,950
| -74% | -$726K | ﹤0.01% | 1017 |
|
|
2014
Q3 | $987K | Sell |
21,619
-14,241
| -40% | -$650K | 0.02% | 606 |
|
|
2014
Q2 | $1.82M | Buy |
35,860
+1,054
| +3% | +$53.5K | 0.03% | 435 |
|
|
2014
Q1 | $1.68M | Buy |
34,806
+8,284
| +31% | +$400K | 0.04% | 385 |
|
|
2013
Q4 | $1.3M | Buy |
26,522
+286
| +1% | +$14K | 0.04% | 299 |
|
|
2013
Q3 | $1.35M | Sell |
26,236
-4,919
| -16% | -$253K | 0.04% | 301 |
|
|
2013
Q2 | $1.51M | Buy |
+31,155
| New | +$1.51M | 0.04% | 346 |
|