Legal & General Group’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 |
-108,548
| Closed | -$2.78M | – | 3403 |
|
|
2023
Q3 | $2.78M | Sell |
108,548
-7,122
| -6% | -$182K | ﹤0.01% | 1747 |
|
|
2023
Q2 | $2.59M | Sell |
115,670
-7,792
| -6% | -$174K | ﹤0.01% | 1801 |
|
|
2023
Q1 | $3.25M | Sell |
123,462
-17,498
| -12% | -$461K | ﹤0.01% | 1650 |
|
|
2022
Q4 | $3.6M | Buy |
140,960
+4,864
| +4% | +$124K | ﹤0.01% | 1592 |
|
|
2022
Q3 | $2.63M | Buy |
136,096
+1,584
| +1% | +$30.6K | ﹤0.01% | 1712 |
|
|
2022
Q2 | $2.48M | Sell |
134,512
-2,652
| -2% | -$49K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $2.68M | Sell |
137,164
-1,152
| -0.8% | -$22.5K | ﹤0.01% | 1853 |
|
|
2021
Q4 | $2.4M | Buy |
138,316
+3,809
| +3% | +$66K | ﹤0.01% | 1948 |
|
|
2021
Q3 | $2.1M | Buy |
134,507
+10,684
| +9% | +$167K | ﹤0.01% | 2007 |
|
|
2021
Q2 | $2.14M | Sell |
123,823
-32,715
| -21% | -$566K | ﹤0.01% | 1936 |
|
|
2021
Q1 | $2.61M | Buy |
156,538
+1,411
| +0.9% | +$23.5K | ﹤0.01% | 1864 |
|
|
2020
Q4 | $2.47M | Buy |
155,127
+260
| +0.2% | +$4.14K | ﹤0.01% | 1801 |
|
|
2020
Q3 | $1.46M | Buy |
154,867
+269
| +0.2% | +$2.53K | ﹤0.01% | 1903 |
|
|
2020
Q2 | $1.77M | Buy |
154,598
+6,833
| +5% | +$78.1K | ﹤0.01% | 1779 |
|
|
2020
Q1 | $1.78M | Buy |
147,765
+283
| +0.2% | +$3.41K | ﹤0.01% | 1634 |
|
|
2019
Q4 | $3.86M | Buy |
147,482
+18,144
| +14% | +$474K | ﹤0.01% | 1503 |
|
|
2019
Q3 | $2.8M | Buy |
129,338
+5,130
| +4% | +$111K | ﹤0.01% | 1563 |
|
|
2019
Q2 | $3.77M | Buy |
124,208
+329
| +0.3% | +$9.99K | ﹤0.01% | 1410 |
|
|
2019
Q1 | $4.14M | Buy |
123,879
+11,108
| +10% | +$371K | ﹤0.01% | 1306 |
|
|
2018
Q4 | $2.98M | Buy |
112,771
+229
| +0.2% | +$6.06K | ﹤0.01% | 1366 |
|
|
2018
Q3 | $4.42M | Buy |
112,542
+8,981
| +9% | +$353K | ﹤0.01% | 1252 |
|
|
2018
Q2 | $3.83M | Buy |
103,561
+6,560
| +7% | +$243K | ﹤0.01% | 1292 |
|
|
2018
Q1 | $2.37M | Buy |
97,001
+2,761
| +3% | +$67.4K | ﹤0.01% | 1530 |
|
|
2017
Q4 | $2.08M | Buy |
94,240
+8,584
| +10% | +$190K | ﹤0.01% | 1602 |
|
|
2017
Q3 | $2.17M | Buy |
85,656
+13,547
| +19% | +$343K | ﹤0.01% | 1544 |
|
|
2017
Q2 | $1.53M | Buy |
72,109
+7,333
| +11% | +$156K | ﹤0.01% | 1665 |
|
|
2017
Q1 | $1.12M | Buy |
64,776
+937
| +1% | +$16.2K | ﹤0.01% | 1756 |
|
|
2016
Q4 | $943K | Buy |
63,839
+31,669
| +98% | +$468K | ﹤0.01% | 1762 |
|
|
2016
Q3 | $360K | Buy |
32,170
+25,968
| +419% | +$291K | ﹤0.01% | 1854 |
|
|
2016
Q2 | $63K | Hold |
6,202
| – | – | ﹤0.01% | 2349 |
|
|
2016
Q1 | $31K | Hold |
6,202
| – | – | ﹤0.01% | 2581 |
|
|
2015
Q4 | $61K | Hold |
6,202
| – | – | ﹤0.01% | 2356 |
|
|
2015
Q3 | $84K | Hold |
6,202
| – | – | ﹤0.01% | 2144 |
|
|
2015
Q2 | $101K | Hold |
6,202
| – | – | ﹤0.01% | 2108 |
|
|
2015
Q1 | $85K | Hold |
6,202
| – | – | ﹤0.01% | 2152 |
|
|
2014
Q4 | $85K | Hold |
6,202
| – | – | ﹤0.01% | 2093 |
|
|
2014
Q3 | $95K | Buy |
+6,202
| New | +$95K | ﹤0.01% | 1914 |
|