Avantax Advisory Services’s Associated Banc-Corp ASB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,049
| Closed | -$862K | – | 2236 |
|
|
2024
Q4 | $862K | Buy |
36,049
+27
| +0.1% | +$645 | 0.01% | 1112 |
|
|
2024
Q3 | $776K | Buy |
36,022
+70
| +0.2% | +$1.51K | 0.01% | 1153 |
|
|
2024
Q2 | $760K | Buy |
35,952
+223
| +0.6% | +$4.72K | 0.01% | 1129 |
|
|
2024
Q1 | $769K | Hold |
35,729
| – | – | 0.01% | 857 |
|
|
2023
Q4 | $764K | Hold |
35,729
| – | – | 0.01% | 820 |
|
|
2023
Q3 | $611K | Hold |
35,729
| – | – | 0.01% | 863 |
|
|
2023
Q2 | $580K | Hold |
35,729
| – | – | 0.01% | 888 |
|
|
2023
Q1 | $642K | Hold |
35,729
| – | – | 0.01% | 815 |
|
|
2022
Q4 | $825K | Buy |
+35,729
| New | +$825K | 0.01% | 693 |
|