Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10381 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 10128 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 9905 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 9539 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 9546 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9351 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 9174 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 8960 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 8619 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8112 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7709 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7343 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6998 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6729 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6554 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6441 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6355 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6200 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6184 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6049 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5965 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5806 |
|