Principal Financial 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 |
-197,021
| Closed | -$5.04M | – | 2473 |
|
|
2023
Q3 | $5.04M | Sell |
197,021
-22,878
| -10% | -$585K | ﹤0.01% | 1530 |
|
|
2023
Q2 | $4.92M | Sell |
219,899
-21,334
| -9% | -$477K | ﹤0.01% | 1528 |
|
|
2023
Q1 | $6.35M | Sell |
241,233
-54,044
| -18% | -$1.42M | ﹤0.01% | 1454 |
|
|
2022
Q4 | $7.54M | Sell |
295,277
-1,179
| -0.4% | -$30.1K | 0.01% | 1386 |
|
|
2022
Q3 | $5.73M | Sell |
296,456
-403
| -0.1% | -$7.8K | ﹤0.01% | 1451 |
|
|
2022
Q2 | $5.48M | Sell |
296,859
-25,141
| -8% | -$464K | ﹤0.01% | 1523 |
|
|
2022
Q1 | $6.3M | Sell |
322,000
-2,468
| -0.8% | -$48.2K | ﹤0.01% | 1577 |
|
|
2021
Q4 | $5.62M | Sell |
324,468
-7,912
| -2% | -$137K | ﹤0.01% | 1627 |
|
|
2021
Q3 | $5.18M | Sell |
332,380
-2,368
| -0.7% | -$36.9K | ﹤0.01% | 1669 |
|
|
2021
Q2 | $5.79M | Sell |
334,748
-36,271
| -10% | -$628K | ﹤0.01% | 1667 |
|
|
2021
Q1 | $6.17M | Buy |
371,019
+4,172
| +1% | +$69.4K | ﹤0.01% | 1595 |
|
|
2020
Q4 | $5.84M | Buy |
366,847
+22,739
| +7% | +$362K | ﹤0.01% | 1506 |
|
|
2020
Q3 | $3.24M | Sell |
344,108
-13,781
| -4% | -$130K | ﹤0.01% | 1619 |
|
|
2020
Q2 | $4.09M | Sell |
357,889
-13,929
| -4% | -$159K | ﹤0.01% | 1506 |
|
|
2020
Q1 | $4.48M | Sell |
371,818
-15,982
| -4% | -$193K | 0.01% | 1324 |
|
|
2019
Q4 | $10.1M | Buy |
387,800
+1,236
| +0.3% | +$32.3K | 0.01% | 1243 |
|
|
2019
Q3 | $8.37M | Sell |
386,564
-2,785
| -0.7% | -$60.3K | 0.01% | 1307 |
|
|
2019
Q2 | $11.8M | Sell |
389,349
-18,342
| -4% | -$557K | 0.01% | 1121 |
|
|
2019
Q1 | $13.6M | Sell |
407,691
-10,373
| -2% | -$346K | 0.01% | 1031 |
|
|
2018
Q4 | $11.1M | Sell |
418,064
-16,118
| -4% | -$429K | 0.01% | 1109 |
|
|
2018
Q3 | $17.5M | Buy |
434,182
+13,239
| +3% | +$533K | 0.02% | 952 |
|
|
2018
Q2 | $15.6M | Sell |
420,943
-10,602
| -2% | -$392K | 0.01% | 989 |
|
|
2018
Q1 | $10.6M | Buy |
431,545
+13,123
| +3% | +$323K | 0.01% | 1218 |
|
|
2017
Q4 | $9.25M | Buy |
418,422
+2,954
| +0.7% | +$65.3K | 0.01% | 1305 |
|
|
2017
Q3 | $10.5M | Buy |
415,468
+86,611
| +26% | +$2.19M | 0.01% | 1209 |
|
|
2017
Q2 | $6.97M | Buy |
328,857
+33,244
| +11% | +$705K | 0.01% | 1425 |
|
|
2017
Q1 | $5.11M | Buy |
295,613
+14,133
| +5% | +$244K | 0.01% | 1524 |
|
|
2016
Q4 | $4.15M | Buy |
281,480
+5,147
| +2% | +$75.9K | 0.01% | 1577 |
|
|
2016
Q3 | $3.1M | Sell |
276,333
-14,717
| -5% | -$165K | ﹤0.01% | 1609 |
|
|
2016
Q2 | $3.02M | Buy |
291,050
+8,843
| +3% | +$91.6K | ﹤0.01% | 1572 |
|
|
2016
Q1 | $1.46M | Buy |
282,207
+12,399
| +5% | +$64K | ﹤0.01% | 1679 |
|
|
2015
Q4 | $2.64M | Buy |
269,808
+12,057
| +5% | +$118K | ﹤0.01% | 1573 |
|
|
2015
Q3 | $3.55M | Buy |
257,751
+8,539
| +3% | +$118K | 0.01% | 1482 |
|
|
2015
Q2 | $4.03M | Sell |
249,212
-5,105
| -2% | -$82.5K | 0.01% | 1505 |
|
|
2015
Q1 | $3.47M | Buy |
254,317
+5,948
| +2% | +$81.3K | 0.01% | 1520 |
|
|
2014
Q4 | $3.44M | Buy |
248,369
+940
| +0.4% | +$13K | 0.01% | 1545 |
|
|
2014
Q3 | $3.77M | Sell |
247,429
-9,834
| -4% | -$150K | 0.01% | 1478 |
|
|
2014
Q2 | $4.86M | Sell |
257,263
-17,989
| -7% | -$339K | 0.01% | 1405 |
|
|
2014
Q1 | $5.42M | Buy |
275,252
+19,916
| +8% | +$392K | 0.01% | 1313 |
|
|
2013
Q4 | $7.45M | Buy |
255,336
+10,972
| +4% | +$320K | 0.01% | 1083 |
|
|
2013
Q3 | $5.62M | Buy |
244,364
+7,512
| +3% | +$173K | 0.01% | 1190 |
|
|
2013
Q2 | $4.39M | Buy |
+236,852
| New | +$4.39M | 0.01% | 1278 |
|