EJF Capital’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
-57,432
Closed -$1.47M 103
2023
Q3
$1.47M Buy
57,432
+23,432
+69% +$599K 0.65% 40
2023
Q2
$761K Hold
34,000
0.35% 59
2023
Q1
$895K Buy
+34,000
New +$895K 0.33% 61