Citigroup’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 |
-15,232
| Closed | -$390K | – | 5072 |
|
|
2023
Q3 | $390K | Sell |
15,232
-20,024
| -57% | -$512K | ﹤0.01% | 2593 |
|
|
2023
Q2 | $789K | Buy |
35,256
+10,387
| +42% | +$232K | ﹤0.01% | 2404 |
|
|
2023
Q1 | $655K | Sell |
24,869
-7,986
| -24% | -$210K | ﹤0.01% | 2329 |
|
|
2022
Q4 | $839K | Buy |
32,855
+10,343
| +46% | +$264K | ﹤0.01% | 2169 |
|
|
2022
Q3 | $435K | Buy |
22,512
+1,907
| +9% | +$36.8K | ﹤0.01% | 2684 |
|
|
2022
Q2 | $380K | Sell |
20,605
-21,569
| -51% | -$398K | ﹤0.01% | 2790 |
|
|
2022
Q1 | $825K | Buy |
42,174
+4,707
| +13% | +$92.1K | ﹤0.01% | 2503 |
|
|
2021
Q4 | $649K | Buy |
37,467
+11,381
| +44% | +$197K | ﹤0.01% | 2895 |
|
|
2021
Q3 | $407K | Sell |
26,086
-984
| -4% | -$15.4K | ﹤0.01% | 3032 |
|
|
2021
Q2 | $469K | Buy |
27,070
+21,559
| +391% | +$374K | ﹤0.01% | 3116 |
|
|
2021
Q1 | $92K | Sell |
5,511
-7,423
| -57% | -$124K | ﹤0.01% | 3752 |
|
|
2020
Q4 | $206K | Buy |
12,934
+7,806
| +152% | +$124K | ﹤0.01% | 3218 |
|
|
2020
Q3 | $48K | Sell |
5,128
-32,974
| -87% | -$309K | ﹤0.01% | 3510 |
|
|
2020
Q2 | $435K | Buy |
38,102
+14,519
| +62% | +$166K | ﹤0.01% | 2654 |
|
|
2020
Q1 | $284K | Sell |
23,583
-40,002
| -63% | -$482K | ﹤0.01% | 2648 |
|
|
2019
Q4 | $1.66M | Buy |
63,585
+12,593
| +25% | +$329K | ﹤0.01% | 1829 |
|
|
2019
Q3 | $1.1M | Buy |
50,992
+20,936
| +70% | +$453K | ﹤0.01% | 2047 |
|
|
2019
Q2 | $913K | Sell |
30,056
-15,087
| -33% | -$458K | ﹤0.01% | 2209 |
|
|
2019
Q1 | $1.51M | Buy |
45,143
+17,715
| +65% | +$591K | ﹤0.01% | 1688 |
|
|
2018
Q4 | $730K | Sell |
27,428
-13,800
| -33% | -$367K | ﹤0.01% | 2228 |
|
|
2018
Q3 | $1.66M | Sell |
41,228
-6,111
| -13% | -$246K | ﹤0.01% | 1630 |
|
|
2018
Q2 | $1.75M | Buy |
47,339
+21,473
| +83% | +$795K | ﹤0.01% | 1543 |
|
|
2018
Q1 | $636K | Sell |
25,866
-67,809
| -72% | -$1.67M | ﹤0.01% | 2139 |
|
|
2017
Q4 | $2.07M | Sell |
93,675
-99,592
| -52% | -$2.2M | ﹤0.01% | 1455 |
|
|
2017
Q3 | $4.89M | Sell |
193,267
-14,046
| -7% | -$355K | ﹤0.01% | 978 |
|
|
2017
Q2 | $4.4M | Buy |
207,313
+150,948
| +268% | +$3.2M | ﹤0.01% | 1014 |
|
|
2017
Q1 | $975K | Sell |
56,365
-17,420
| -24% | -$301K | ﹤0.01% | 1949 |
|
|
2016
Q4 | $1.09M | Buy |
73,785
+49,716
| +207% | +$733K | ﹤0.01% | 2321 |
|
|
2016
Q3 | $270K | Buy |
24,069
+9,443
| +65% | +$106K | ﹤0.01% | 2818 |
|
|
2016
Q2 | $152K | Sell |
14,626
-60,114
| -80% | -$625K | ﹤0.01% | 3051 |
|
|
2016
Q1 | $386K | Buy |
74,740
+61,854
| +480% | +$319K | ﹤0.01% | 2925 |
|
|
2015
Q4 | $127K | Sell |
12,886
-64,478
| -83% | -$635K | ﹤0.01% | 3410 |
|
|
2015
Q3 | $1.07M | Buy |
77,364
+69,208
| +849% | +$954K | ﹤0.01% | 1680 |
|
|
2015
Q2 | $132K | Buy |
8,156
+448
| +6% | +$7.25K | ﹤0.01% | 3060 |
|
|
2015
Q1 | $105K | Sell |
7,708
-10,859
| -58% | -$148K | ﹤0.01% | 3376 |
|
|
2014
Q4 | $257K | Sell |
18,567
-52,423
| -74% | -$726K | ﹤0.01% | 2973 |
|
|
2014
Q3 | $1.08M | Buy |
70,990
+68,809
| +3,155% | +$1.05M | ﹤0.01% | 1569 |
|
|
2014
Q2 | $41K | Sell |
2,181
-35,682
| -94% | -$671K | ﹤0.01% | 3682 |
|
|
2014
Q1 | $745K | Buy |
37,863
+10,143
| +37% | +$200K | ﹤0.01% | 1788 |
|
|
2013
Q4 | $808K | Buy |
27,720
+22,740
| +457% | +$663K | ﹤0.01% | 2004 |
|
|
2013
Q3 | $115K | Sell |
4,980
-20,236
| -80% | -$467K | ﹤0.01% | 3029 |
|
|
2013
Q2 | $468K | Buy |
+25,216
| New | +$468K | ﹤0.01% | 2110 |
|