AA
AVTA
Ancora Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | – | – | 2066 |
|
|
2025
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 1861 |
|
|
2023
Q4 | $0 | Sell |
100
-1,000
| -91% | – | ﹤0.01% | 1823 |
|
|
2023
Q3 | $28.1K | Hold |
1,100
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q2 | $24.6K | Hold |
1,100
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q1 | $29K | Sell |
1,100
-6,100
| -85% | -$161K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $184K | Sell |
7,200
-3,700
| -34% | -$94.6K | 0.01% | 670 |
|
|
2022
Q3 | $211K | Buy |
10,900
+7,200
| +195% | +$139K | 0.01% | 687 |
|
|
2022
Q2 | $69K | Sell |
3,700
-248,062
| -99% | -$4.63M | ﹤0.01% | 1043 |
|
|
2022
Q1 | $4.92M | Sell |
251,762
-1,437,460
| -85% | -$28.1M | 0.12% | 166 |
|
|
2021
Q4 | $29.3M | Buy |
1,689,222
+20,990
| +1% | +$364K | 0.69% | 29 |
|
|
2021
Q3 | $26M | Buy |
1,668,232
+30,875
| +2% | +$481K | 0.67% | 31 |
|
|
2021
Q2 | $28.3M | Buy |
1,637,357
+329
| +0% | +$5.7K | 0.74% | 26 |
|
|
2021
Q1 | $27.2M | Buy |
1,637,028
+826,979
| +102% | +$13.8M | 0.75% | 25 |
|
|
2020
Q4 | $12.9M | Buy |
+810,049
| New | +$12.9M | 0.42% | 63 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$4K | – | 1119 |
|
|
2016
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1144 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 532 |
|
|
2015
Q1 | – | Sell |
-45,700
| Closed | -$633K | – | 332 |
|
|
2014
Q4 | $633K | Buy |
45,700
+20,700
| +83% | +$287K | 0.08% | 278 |
|
|
2014
Q3 | $381K | Sell |
25,000
-62,900
| -72% | -$959K | 0.05% | 335 |
|
|
2014
Q2 | $1.66M | Buy |
+87,900
| New | +$1.66M | 0.21% | 125 |
|
|
2013
Q3 | – | Sell |
-76,350
| Closed | -$1.42M | – | 418 |
|
|
2013
Q2 | $1.42M | Buy |
+76,350
| New | +$1.42M | 0.24% | 103 |
|