Avantax Advisory Services’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
15,644
-814
| -5% | -$33.2K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $631K | Sell |
16,458
-272
| -2% | -$10.4K | ﹤0.01% | 1364 |
|
|
2024
Q4 | $621K | Buy |
16,730
+1,501
| +10% | +$55.7K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $531K | Buy |
15,229
+1,510
| +11% | +$52.7K | ﹤0.01% | 1373 |
|
|
2024
Q2 | $464K | Buy |
13,719
+442
| +3% | +$14.9K | ﹤0.01% | 1412 |
|
|
2024
Q1 | $461K | Buy |
13,277
+5,263
| +66% | +$183K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $249K | Buy |
8,014
+565
| +8% | +$17.5K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $226K | Sell |
7,449
-2,437
| -25% | -$74K | ﹤0.01% | 1359 |
|
|
2023
Q2 | $318K | Buy |
9,886
+479
| +5% | +$15.4K | ﹤0.01% | 1155 |
|
|
2023
Q1 | $344K | Buy |
9,407
+2,026
| +27% | +$74.1K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $254K | Buy |
7,381
+1,322
| +22% | +$45.4K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $212K | Sell |
6,059
-2,555
| -30% | -$89.4K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $358K | Buy |
8,614
+626
| +8% | +$26K | 0.01% | 930 |
|
|
2022
Q1 | $376K | Sell |
7,988
-2,056
| -20% | -$96.8K | 0.01% | 898 |
|
|
2021
Q4 | $491K | Sell |
10,044
-6,329
| -39% | -$309K | 0.01% | 763 |
|
|
2021
Q3 | $806K | Sell |
16,373
-3,176
| -16% | -$156K | 0.01% | 555 |
|
|
2021
Q2 | $908K | Sell |
19,549
-3,246
| -14% | -$151K | 0.02% | 497 |
|
|
2021
Q1 | $913K | Sell |
22,795
-2,409
| -10% | -$96.5K | 0.02% | 452 |
|
|
2020
Q4 | $858K | Sell |
25,204
-5,384
| -18% | -$183K | 0.02% | 407 |
|
|
2020
Q3 | $825K | Buy |
30,588
+7,855
| +35% | +$212K | 0.01% | 596 |
|
|
2020
Q2 | $621K | Buy |
22,733
+2,760
| +14% | +$75.4K | 0.02% | 430 |
|
|
2020
Q1 | $376K | Buy |
19,973
+3,412
| +21% | +$64.2K | 0.01% | 508 |
|
|
2019
Q4 | $502K | Buy |
+16,561
| New | +$502K | 0.01% | 476 |
|