Bank of America’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-156,462
| Closed | -$4M | – | 7238 |
|
|
2023
Q3 | $4M | Buy |
156,462
+124,587
| +391% | +$3.19M | ﹤0.01% | 3005 |
|
|
2023
Q2 | $713K | Sell |
31,875
-21,334
| -40% | -$477K | ﹤0.01% | 4237 |
|
|
2023
Q1 | $1.4M | Buy |
53,209
+12,312
| +30% | +$324K | ﹤0.01% | 3969 |
|
|
2022
Q4 | $1.04M | Sell |
40,897
-8,082
| -17% | -$206K | ﹤0.01% | 4173 |
|
|
2022
Q3 | $948K | Buy |
48,979
+29,365
| +150% | +$568K | ﹤0.01% | 4238 |
|
|
2022
Q2 | $361K | Sell |
19,614
-33,731
| -63% | -$621K | ﹤0.01% | 4945 |
|
|
2022
Q1 | $1.04M | Sell |
53,345
-24,382
| -31% | -$477K | ﹤0.01% | 4531 |
|
|
2021
Q4 | $1.35M | Buy |
77,727
+21,573
| +38% | +$374K | ﹤0.01% | 4268 |
|
|
2021
Q3 | $875K | Buy |
56,154
+6,321
| +13% | +$98.5K | ﹤0.01% | 4457 |
|
|
2021
Q2 | $863K | Sell |
49,833
-103,719
| -68% | -$1.8M | ﹤0.01% | 4354 |
|
|
2021
Q1 | $2.55M | Buy |
153,552
+36,843
| +32% | +$613K | ﹤0.01% | 3546 |
|
|
2020
Q4 | $1.86M | Sell |
116,709
-52,060
| -31% | -$828K | ﹤0.01% | 3456 |
|
|
2020
Q3 | $1.59M | Sell |
168,769
-50,434
| -23% | -$475K | ﹤0.01% | 3383 |
|
|
2020
Q2 | $2.5M | Sell |
219,203
-456
| -0.2% | -$5.21K | ﹤0.01% | 3059 |
|
|
2020
Q1 | $2.65M | Sell |
219,659
-107,352
| -33% | -$1.29M | ﹤0.01% | 2901 |
|
|
2019
Q4 | $8.55M | Sell |
327,011
-52,829
| -14% | -$1.38M | ﹤0.01% | 2311 |
|
|
2019
Q3 | $8.22M | Buy |
379,840
+40,049
| +12% | +$867K | ﹤0.01% | 2328 |
|
|
2019
Q2 | $10.3M | Sell |
339,791
-16,314
| -5% | -$495K | ﹤0.01% | 2164 |
|
|
2019
Q1 | $11.9M | Sell |
356,105
-31,630
| -8% | -$1.06M | ﹤0.01% | 2003 |
|
|
2018
Q4 | $10.3M | Buy |
387,735
+41,198
| +12% | +$1.1M | ﹤0.01% | 1965 |
|
|
2018
Q3 | $13.9M | Buy |
346,537
+4,394
| +1% | +$177K | ﹤0.01% | 1857 |
|
|
2018
Q2 | $12.7M | Sell |
342,143
-88,291
| -21% | -$3.27M | ﹤0.01% | 1927 |
|
|
2018
Q1 | $10.6M | Buy |
430,434
+283,117
| +192% | +$6.96M | ﹤0.01% | 2060 |
|
|
2017
Q4 | $3.26M | Buy |
147,317
+56,455
| +62% | +$1.25M | ﹤0.01% | 3006 |
|
|
2017
Q3 | $2.3M | Buy |
90,862
+2,164
| +2% | +$54.8K | ﹤0.01% | 3315 |
|
|
2017
Q2 | $1.88M | Buy |
88,698
+14,112
| +19% | +$299K | ﹤0.01% | 3384 |
|
|
2017
Q1 | $1.29M | Buy |
74,586
+34,055
| +84% | +$589K | ﹤0.01% | 3650 |
|
|
2016
Q4 | $597K | Buy |
40,531
+9,534
| +31% | +$140K | ﹤0.01% | 4005 |
|
|
2016
Q3 | $347K | Sell |
30,997
-129,223
| -81% | -$1.45M | ﹤0.01% | 4161 |
|
|
2016
Q2 | $1.66M | Buy |
160,220
+144,399
| +913% | +$1.5M | ﹤0.01% | 3183 |
|
|
2016
Q1 | $81K | Sell |
15,821
-5,686
| -26% | -$29.1K | ﹤0.01% | 4783 |
|
|
2015
Q4 | $211K | Sell |
21,507
-8,395
| -28% | -$82.4K | ﹤0.01% | 4430 |
|
|
2015
Q3 | $412K | Sell |
29,902
-28,457
| -49% | -$392K | ﹤0.01% | 4037 |
|
|
2015
Q2 | $942K | Buy |
58,359
+37,486
| +180% | +$605K | ﹤0.01% | 3341 |
|
|
2015
Q1 | $284K | Sell |
20,873
-15,688
| -43% | -$213K | ﹤0.01% | 3816 |
|
|
2014
Q4 | $507K | Sell |
36,561
-16,860
| -32% | -$234K | ﹤0.01% | 3576 |
|
|
2014
Q3 | $814K | Buy |
53,421
+5,941
| +13% | +$90.5K | ﹤0.01% | 3187 |
|
|
2014
Q2 | $896K | Sell |
47,480
-187,975
| -80% | -$3.55M | ﹤0.01% | 3120 |
|
|
2014
Q1 | $4.64M | Buy |
235,455
+163,238
| +226% | +$3.21M | ﹤0.01% | 1953 |
|
|
2013
Q4 | $2.11M | Sell |
72,217
-30,756
| -30% | -$897K | ﹤0.01% | 2503 |
|
|
2013
Q3 | $2.37M | Buy |
102,973
+53,935
| +110% | +$1.24M | ﹤0.01% | 2343 |
|
|
2013
Q2 | $909K | Buy |
+49,038
| New | +$909K | ﹤0.01% | 3238 |
|