Bank of America’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $4M | Buy |
|
|||||
|
2023
Q2 | $713K | Sell |
|
|||||
|
2023
Q1 | $1.4M | Buy |
|
|||||
|
2022
Q4 | $1.04M | Sell |
|
|||||
|
2022
Q3 | $948K | Buy |
|
|||||
|
2022
Q2 | $361K | Sell |
|
|||||
|
2022
Q1 | $1.04M | Sell |
|
|||||
|
2021
Q4 | $1.35M | Buy |
|
|||||
|
2021
Q3 | $875K | Buy |
|
|||||
|
2021
Q2 | $863K | Sell |
|
|||||
|
2021
Q1 | $2.55M | Buy |
|
|||||
|
2020
Q4 | $1.86M | Sell |
|
|||||
|
2020
Q3 | $1.59M | Sell |
|
|||||
|
2020
Q2 | $2.5M | Sell |
|
|||||
|
2020
Q1 | $2.65M | Sell |
|
|||||
|
2019
Q4 | $8.55M | Sell |
|
|||||
|
2019
Q3 | $8.22M | Buy |
|
|||||
|
2019
Q2 | $10.3M | Sell |
|
|||||
|
2019
Q1 | $11.9M | Sell |
|
|||||
|
2018
Q4 | $10.3M | Buy |
|
|||||
|
2018
Q3 | $13.9M | Buy |
|
|||||
|
2018
Q2 | $12.7M | Sell |
|
|||||
|
2018
Q1 | $10.6M | Buy |
|
|||||
|
2017
Q4 | $3.25M | Buy |
|
|||||
|
2017
Q3 | $2.3M | Buy |
|
|||||
|
2017
Q2 | $1.88M | Buy |
|
|||||
|
2017
Q1 | $1.29M | Buy |
|
|||||
|
2016
Q4 | $597K | Buy |
|
|||||
|
2016
Q3 | $347K | Sell |
|
|||||
|
2016
Q2 | $1.66M | Buy |
|
|||||
|
2016
Q1 | $81K | Sell |
|
|||||
|
2015
Q4 | $211K | Sell |
|
|||||
|
2015
Q3 | $412K | Sell |
|
|||||
|
2015
Q2 | $942K | Buy |
|
|||||
|
2015
Q1 | $284K | Sell |
|
|||||
|
2014
Q4 | $507K | Sell |
|
|||||
|
2014
Q3 | $814K | Buy |
|
|||||
|
2014
Q2 | $896K | Sell |
|
|||||
|
2014
Q1 | $4.64M | Buy |
|
|||||
|
2013
Q4 | $2.11M | Sell |
|
|||||
|
2013
Q3 | $2.37M | Buy |
|
|||||
|
2013
Q2 | $909K | Buy |
|