American International Group’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,992
| Closed | -$537K | – | 3052 |
|
|
2023
Q3 | $537K | Sell |
20,992
-101
| -0.5% | -$2.58K | ﹤0.01% | 1560 |
|
|
2023
Q2 | $472K | Sell |
21,093
-4,409
| -17% | -$98.7K | ﹤0.01% | 1671 |
|
|
2023
Q1 | $671K | Sell |
25,502
-398
| -2% | -$10.5K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $661K | Sell |
25,900
-194
| -0.7% | -$4.95K | ﹤0.01% | 1436 |
|
|
2022
Q3 | $505K | Buy |
26,094
+554
| +2% | +$10.7K | ﹤0.01% | 1564 |
|
|
2022
Q2 | $471K | Sell |
25,540
-2,319
| -8% | -$42.8K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $545K | Sell |
27,859
-1,709
| -6% | -$33.4K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $512K | Sell |
29,568
-947
| -3% | -$16.4K | ﹤0.01% | 1793 |
|
|
2021
Q3 | $476K | Sell |
30,515
-1,035
| -3% | -$16.1K | ﹤0.01% | 1884 |
|
|
2021
Q2 | $546 | Sell |
31,550
-536
| -2% | -$9 | ﹤0.01% | 1865 |
|
|
2021
Q1 | $534 | Sell |
32,086
-345
| -1% | -$6 | ﹤0.01% | 1799 |
|
|
2020
Q4 | $516 | Sell |
32,431
-811
| -2% | -$13 | ﹤0.01% | 1727 |
|
|
2020
Q3 | $313K | Sell |
33,242
-799
| -2% | -$7.52K | ﹤0.01% | 1853 |
|
|
2020
Q2 | $389K | Buy |
34,041
+553
| +2% | +$6.32K | ﹤0.01% | 1725 |
|
|
2020
Q1 | $404K | Sell |
33,488
-1,663
| -5% | -$20.1K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $919K | Sell |
35,151
-592
| -2% | -$15.5K | ﹤0.01% | 1380 |
|
|
2019
Q3 | $773K | Sell |
35,743
-350
| -1% | -$7.57K | ﹤0.01% | 1430 |
|
|
2019
Q2 | $1.1M | Buy |
36,093
+59
| +0.2% | +$1.79K | ﹤0.01% | 1268 |
|
|
2019
Q1 | $1.2M | Sell |
36,034
-951
| -3% | -$31.7K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $985K | Sell |
36,985
-397
| -1% | -$10.6K | ﹤0.01% | 1278 |
|
|
2018
Q3 | $1.51M | Buy |
37,382
+1,215
| +3% | +$48.9K | 0.01% | 1192 |
|
|
2018
Q2 | $1.34M | Buy |
36,167
+7,840
| +28% | +$290K | ﹤0.01% | 1211 |
|
|
2018
Q1 | $697K | Sell |
28,327
-7,123
| -20% | -$175K | ﹤0.01% | 1484 |
|
|
2017
Q4 | $783K | Buy |
35,450
+2,313
| +7% | +$51.1K | ﹤0.01% | 1511 |
|
|
2017
Q3 | $838K | Buy |
33,137
+2,444
| +8% | +$61.8K | ﹤0.01% | 1448 |
|
|
2017
Q2 | $651K | Buy |
30,693
+6,546
| +27% | +$139K | ﹤0.01% | 1526 |
|
|
2017
Q1 | $418K | Sell |
24,147
-4,459
| -16% | -$77.2K | ﹤0.01% | 1705 |
|
|
2016
Q4 | $422K | Sell |
28,606
-384
| -1% | -$5.67K | ﹤0.01% | 1739 |
|
|
2016
Q3 | $325K | Sell |
28,990
-552
| -2% | -$6.18K | ﹤0.01% | 1858 |
|
|
2016
Q2 | $306K | Sell |
29,542
-1,532
| -5% | -$15.9K | ﹤0.01% | 1865 |
|
|
2016
Q1 | $160K | Buy |
31,074
+1,122
| +4% | +$5.78K | ﹤0.01% | 2986 |
|
|
2015
Q4 | $294K | Buy |
29,952
+376
| +1% | +$3.69K | ﹤0.01% | 2466 |
|
|
2015
Q3 | $407K | Buy |
29,576
+181
| +0.6% | +$2.49K | ﹤0.01% | 2191 |
|
|
2015
Q2 | $475K | Sell |
29,395
-2,808
| -9% | -$45.3K | ﹤0.01% | 2240 |
|
|
2015
Q1 | $440K | Sell |
32,203
-1,174
| -4% | -$16K | ﹤0.01% | 2259 |
|
|
2014
Q4 | $462K | Sell |
33,377
-2,082
| -6% | -$28.8K | ﹤0.01% | 2215 |
|
|
2014
Q3 | $540K | Sell |
35,459
-4,929
| -12% | -$75.1K | ﹤0.01% | 2073 |
|
|
2014
Q2 | $762K | Buy |
40,388
+4,040
| +11% | +$76.2K | ﹤0.01% | 1805 |
|
|
2014
Q1 | $716K | Buy |
36,348
+3,084
| +9% | +$60.7K | ﹤0.01% | 1818 |
|
|
2013
Q4 | $970K | Buy |
33,264
+1,228
| +4% | +$35.8K | ﹤0.01% | 1500 |
|
|
2013
Q3 | $736K | Buy |
32,036
+58
| +0.2% | +$1.33K | ﹤0.01% | 1660 |
|
|
2013
Q2 | $593K | Buy |
+31,978
| New | +$593K | ﹤0.01% | 1731 |
|