Avantax Planning Partners’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,335
| Closed | -$268K | – | 380 |
|
|
2022
Q4 | $268K | Hold |
9,335
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $230K | Buy |
+9,335
| New | +$230K | 0.01% | 306 |
|
|
2020
Q4 | – | Sell |
-9,701
| Closed | -$236K | – | 298 |
|
|
2020
Q3 | $236K | Buy |
9,701
+670
| +7% | +$16.3K | 0.01% | 260 |
|
|
2020
Q2 | $202K | Sell |
9,031
-784
| -8% | -$17.5K | 0.01% | 266 |
|
|
2020
Q1 | $201K | Sell |
9,815
-1,775
| -15% | -$36.4K | 0.01% | 255 |
|
|
2019
Q4 | $252K | Sell |
11,590
-145
| -1% | -$3.15K | 0.01% | 258 |
|
|
2019
Q3 | $271K | Hold |
11,735
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $277K | Sell |
11,735
-905
| -7% | -$21.4K | 0.02% | 239 |
|
|
2019
Q1 | $269K | Hold |
12,640
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $233K | Buy |
12,640
+8,541
| +208% | +$157K | 0.02% | 235 |
|
|
2018
Q3 | $76K | Buy |
+4,099
| New | +$76K | 0.01% | 393 |
|
|
2018
Q2 | – | Sell |
-14,027
| Closed | -$307K | – | 645 |
|
|
2018
Q1 | $307K | Sell |
14,027
-836
| -6% | -$18.3K | 0.03% | 224 |
|
|
2017
Q4 | $287K | Sell |
14,863
-703
| -5% | -$13.6K | 0.03% | 230 |
|
|
2017
Q3 | $293K | Buy |
+15,566
| New | +$293K | 0.02% | 275 |
|