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Avantax Planning Partners’s HNI Corp HNI Stock Holding History

Avantax Planning Partners’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,337
Closed -$203K – 447
2025
Q3 		$203K Hold
4,337
– – 0.01% 422
2025
Q2 		$213K Buy
+4,337
New +$196K 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 +$220K 0.01% 388
2018
Q4 		– Sell
-4,337
Closed -$192K – 675
2018
Q3 		$192K Buy
+4,337
New +$183K 0.02% 244
2018
Q2 		– Sell
-4,337
Closed -$157K – 759
2018
Q1 		$157K Buy
+4,337
New +$166K 0.01% 332

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State Street
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Fifth Third Bancorp
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Northern Trust
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Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return