Avantax Advisory Services’s APA Corp APA Stock Holding History

Avantax Advisory Services’s Portfolio APA Stock Details APA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy	+12,051	New	+$209K	﹤0.01%	2138
2023 Q2	–	Sell	-16,535	Closed	-$596K	–	1508
2023 Q1	$596K	Buy	16,535 +7,664	+86%	+$308K	0.01%	837
2022 Q4	$414K	Sell	8,871 -2,590	-23%	-$116K	0.01%	950
2022 Q3	$392K	Sell	11,461 -534	-4%	-$19.1K	0.01%	888
2022 Q2	$419K	Sell	11,995 -1,533	-11%	-$65.2K	0.01%	850
2022 Q1	$558K	Sell	13,528 -1,259	-9%	-$43.9K	0.01%	745
2021 Q4	$398K	Sell	14,787 -643	-4%	-$17.1K	0.01%	847
2021 Q3	$327K	Sell	15,430 -492	-3%	-$9.41K	0.01%	887
2021 Q2	$344K	Sell	15,922 -944	-6%	-$19.4K	0.01%	850
2021 Q1	$303K	Buy	16,866 +3,905	+30%	+$71.3K	0.01%	804
2020 Q4	$185K	Sell	12,961 -19,674	-60%	-$229K	﹤0.01%	888
2020 Q3	$309K	Buy	32,635 +18,488	+131%	+$253K	0.01%	1005
2020 Q2	$193K	Buy	+14,147	New	+$161K	0.01%	795

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Geode Capital Management

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