Avantax Planning Partners’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
1,792
-8
| -0.4% | -$2.01K | 0.01% | 281 |
|
|
2025
Q1 | $377K | Buy |
1,800
+79
| +5% | +$16.5K | 0.01% | 301 |
|
|
2024
Q4 | $362K | Sell |
1,721
-122
| -7% | -$25.7K | 0.01% | 301 |
|
|
2024
Q3 | $438K | Sell |
1,843
-44
| -2% | -$10.5K | 0.02% | 276 |
|
|
2024
Q2 | $424K | Buy |
1,887
+80
| +4% | +$18K | 0.01% | 309 |
|
|
2024
Q1 | $385K | Buy |
+1,807
| New | +$385K | 0.01% | 326 |
|
|
2022
Q4 | – | Sell |
-1,042
| Closed | -$217K | – | 372 |
|
|
2022
Q3 | $217K | Buy |
1,042
+86
| +9% | +$17.9K | 0.01% | 318 |
|
|
2022
Q2 | $231K | Buy |
956
+32
| +3% | +$7.73K | 0.01% | 309 |
|
|
2022
Q1 | $230K | Buy |
+924
| New | +$230K | 0.01% | 321 |
|
|
2021
Q4 | – | Sell |
-924
| Closed | -$204K | – | 361 |
|
|
2021
Q3 | $204K | Buy |
+924
| New | +$204K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$11K | – | 803 |
|
|
2018
Q3 | $11K | Buy |
+66
| New | +$11K | ﹤0.01% | 857 |
|
|
2018
Q2 | – | Sell |
-385
| Closed | -$62K | – | 913 |
|
|
2018
Q1 | $62K | Buy |
+385
| New | +$62K | 0.01% | 489 |
|