United Capital Financial Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
4,483
+52
| +1% | +$10.6K | 0.01% | 605 |
|
|
2025
Q1 | $951K | Buy |
4,431
+9
| +0.2% | +$1.93K | 0.01% | 569 |
|
|
2024
Q4 | $973K | Sell |
4,422
-152
| -3% | -$33.4K | 0.01% | 550 |
|
|
2024
Q3 | $1.03M | Buy |
4,574
+325
| +8% | +$73.2K | 0.01% | 533 |
|
|
2024
Q2 | $879K | Buy |
4,249
+563
| +15% | +$116K | 0.01% | 556 |
|
|
2024
Q1 | $684K | Buy |
3,686
+2,164
| +142% | +$402K | 0.01% | 651 |
|
|
2023
Q4 | $285K | Buy |
1,522
+196
| +15% | +$36.7K | ﹤0.01% | 892 |
|
|
2023
Q3 | $228K | Sell |
1,326
-49
| -4% | -$8.42K | ﹤0.01% | 777 |
|
|
2023
Q2 | $260K | Buy |
+1,375
| New | +$260K | ﹤0.01% | 800 |
|
|
2023
Q1 | – | Sell |
-4,747
| Closed | -$767K | – | 962 |
|
|
2022
Q4 | $767K | Sell |
4,747
-626
| -12% | -$101K | ﹤0.01% | 676 |
|
|
2022
Q3 | $990K | Buy |
+5,373
| New | +$990K | 0.01% | 613 |
|
|
2020
Q1 | – | Sell |
-2,387
| Closed | -$501K | – | 1191 |
|
|
2019
Q4 | $501K | Buy |
2,387
+872
| +58% | +$183K | ﹤0.01% | 978 |
|
|
2019
Q3 | $326K | Sell |
1,515
-1,073
| -41% | -$231K | ﹤0.01% | 1047 |
|
|
2019
Q2 | $526K | Buy |
2,588
+159
| +7% | +$32.3K | ﹤0.01% | 1025 |
|
|
2019
Q1 | $488K | Buy |
2,429
+22
| +0.9% | +$4.42K | ﹤0.01% | 977 |
|
|
2018
Q4 | $419K | Buy |
2,407
+234
| +11% | +$40.7K | ﹤0.01% | 966 |
|
|
2018
Q3 | $394K | Buy |
2,173
+268
| +14% | +$48.6K | ﹤0.01% | 1021 |
|
|
2018
Q2 | $327K | Buy |
1,905
+21
| +1% | +$3.61K | ﹤0.01% | 1058 |
|
|
2018
Q1 | $310K | Sell |
1,884
-236
| -11% | -$38.8K | ﹤0.01% | 1083 |
|
|
2017
Q4 | $379K | Sell |
2,120
-307
| -13% | -$54.9K | ﹤0.01% | 1040 |
|
|
2017
Q3 | $433K | Buy |
2,427
+90
| +4% | +$16.1K | ﹤0.01% | 1002 |
|
|
2017
Q2 | $449K | Sell |
2,337
-637
| -21% | -$122K | ﹤0.01% | 951 |
|
|
2017
Q1 | $546K | Sell |
2,974
-1,716
| -37% | -$315K | 0.01% | 895 |
|
|
2016
Q4 | $831K | Sell |
4,690
-5,070
| -52% | -$898K | 0.01% | 794 |
|
|
2016
Q3 | $1.74M | Sell |
9,760
-556
| -5% | -$98.9K | 0.02% | 626 |
|
|
2016
Q2 | $1.86M | Buy |
10,316
+854
| +9% | +$154K | 0.02% | 571 |
|
|
2016
Q1 | $1.8M | Buy |
9,462
+1,665
| +21% | +$317K | 0.02% | 558 |
|
|
2015
Q4 | $1.44M | Buy |
7,797
+2,263
| +41% | +$417K | 0.02% | 610 |
|
|
2015
Q3 | $967K | Buy |
5,534
+1,041
| +23% | +$182K | 0.01% | 700 |
|
|
2015
Q2 | $718K | Buy |
4,493
+2,470
| +122% | +$395K | 0.01% | 802 |
|
|
2015
Q1 | $332K | Buy |
+2,023
| New | +$332K | ﹤0.01% | 1039 |
|
|
2014
Q4 | – | Sell |
-2,518
| Closed | -$355K | – | 1149 |
|
|
2014
Q3 | $355K | Buy |
+2,518
| New | +$355K | 0.01% | 891 |
|