United Capital Financial Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $800K | Sell |
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|
2025
Q2 | $912K | Buy |
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|
2025
Q1 | $951K | Buy |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $879K | Buy |
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|
2024
Q1 | $684K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $990K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $326K | Sell |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $488K | Buy |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $327K | Buy |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $433K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $831K | Sell |
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|
2016
Q3 | $1.74M | Sell |
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|
2016
Q2 | $1.86M | Buy |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $967K | Buy |
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|
2015
Q2 | $718K | Buy |
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|
2015
Q1 | $332K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $355K | Buy |
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