Avantax Advisory Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $183K | Buy |
21,545
+5,148
| +31% | +$43.7K | ﹤0.01% | 2226 |
|
2025
Q1 | $127K | Buy |
16,397
+2,057
| +14% | +$16K | ﹤0.01% | 2141 |
|
2024
Q4 | $116K | Sell |
14,340
-1,867
| -12% | -$15K | ﹤0.01% | 2113 |
|
2024
Q3 | $123K | Buy |
16,207
+4,268
| +36% | +$32.4K | ﹤0.01% | 2058 |
|
2024
Q2 | $73.7K | Buy |
+11,939
| New | +$73.7K | ﹤0.01% | 2028 |
|
2022
Q4 | – | Sell |
-32,502
| Closed | -$187K | – | 1428 |
|
2022
Q3 | $187K | Buy |
+32,502
| New | +$187K | ﹤0.01% | 1227 |
|
2022
Q2 | – | Sell |
-13,334
| Closed | -$120K | – | 1329 |
|
2022
Q1 | $120K | Buy |
13,334
+479
| +4% | +$4.31K | ﹤0.01% | 1230 |
|
2021
Q4 | $140K | Sell |
12,855
-7,219
| -36% | -$78.6K | ﹤0.01% | 1202 |
|
2021
Q3 | $230K | Sell |
20,074
-4,141
| -17% | -$47.4K | ﹤0.01% | 1042 |
|
2021
Q2 | $304K | Sell |
24,215
-7,869
| -25% | -$98.8K | 0.01% | 898 |
|
2021
Q1 | $424K | Buy |
32,084
+11,744
| +58% | +$155K | 0.01% | 674 |
|
2020
Q4 | $246K | Sell |
20,340
-4,803
| -19% | -$58.1K | 0.01% | 811 |
|
2020
Q3 | $273K | Buy |
+25,143
| New | +$273K | ﹤0.01% | 1069 |
|