Avantax Planning Partners’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Buy |
+4,337
| New | +$213K | 0.01% | 421 |
|
2025
Q1 | – | Sell |
-4,337
| Closed | -$218K | – | 444 |
|
2024
Q4 | $218K | Hold |
4,337
| – | – | 0.01% | 399 |
|
2024
Q3 | $234K | Buy |
+4,337
| New | +$234K | 0.01% | 388 |
|
2018
Q4 | – | Sell |
-4,337
| Closed | -$192K | – | 673 |
|
2018
Q3 | $192K | Buy |
+4,337
| New | +$192K | 0.02% | 244 |
|
2018
Q2 | – | Sell |
-4,337
| Closed | -$157K | – | 754 |
|
2018
Q1 | $157K | Buy |
+4,337
| New | +$157K | 0.01% | 332 |
|