Avantax Planning Partners’s Northern Trust NTRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	+1,817	New	+$230K	0.01%	406
2018 Q4	–	Sell	-271	Closed	-$28K	–	892
2018 Q3	$28K	Buy	+271	New	+$28K	﹤0.01%	623
2018 Q2	–	Sell	-402	Closed	-$41K	–	1044
2018 Q1	$41K	Buy	+402	New	+$41K	﹤0.01%	567