Ancora Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $0 | Hold |
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|
2024
Q4 | $0 | Hold |
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|
2024
Q3 | $0 | Hold |
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|
2024
Q2 | $0 | Hold |
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|
2024
Q1 | $0 | Hold |
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|
2023
Q4 | $0 | Sell |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $24.6K | Hold |
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|
2023
Q1 | $29K | Sell |
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $69K | Sell |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $29.3M | Buy |
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|
2021
Q3 | $26M | Buy |
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|
2021
Q2 | $28.3M | Buy |
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|
2021
Q1 | $27.2M | Buy |
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|
2020
Q4 | $12.9M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $633K | Buy |
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|
2014
Q3 | $381K | Sell |
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|
2014
Q2 | $1.66M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.42M | Buy |
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