Regions Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,136
| Closed | -$213K | – | 894 |
|
|
2019
Q4 | $213K | Buy |
+8,136
| New | +$213K | ﹤0.01% | 780 |
|
|
2019
Q3 | – | Sell |
-9,216
| Closed | -$280K | – | 854 |
|
|
2019
Q2 | $280K | Sell |
9,216
-675
| -7% | -$20.5K | ﹤0.01% | 679 |
|
|
2019
Q1 | $330K | Buy |
9,891
+323
| +3% | +$10.8K | ﹤0.01% | 635 |
|
|
2018
Q4 | $255K | Buy |
9,568
+63
| +0.7% | +$1.68K | ﹤0.01% | 693 |
|
|
2018
Q3 | $382K | Sell |
9,505
-239
| -2% | -$9.61K | ﹤0.01% | 637 |
|
|
2018
Q2 | $360K | Sell |
9,744
-316
| -3% | -$11.7K | ﹤0.01% | 646 |
|
|
2018
Q1 | $247K | Buy |
10,060
+9,419
| +1,469% | +$231K | ﹤0.01% | 774 |
|
|
2017
Q4 | $14K | Buy |
+641
| New | +$14K | ﹤0.01% | 1609 |
|
|
2014
Q3 | – | Sell |
-54,043
| Closed | -$1.02M | – | 1155 |
|
|
2014
Q2 | $1.02M | Buy |
54,043
+2,781
| +5% | +$52.5K | 0.01% | 588 |
|
|
2014
Q1 | $1.01M | Buy |
51,262
+6,429
| +14% | +$127K | 0.01% | 575 |
|
|
2013
Q4 | $1.31M | Sell |
44,833
-16,118
| -26% | -$470K | 0.02% | 479 |
|
|
2013
Q3 | $1.4M | Buy |
60,951
+945
| +2% | +$21.7K | 0.02% | 423 |
|
|
2013
Q2 | $1.11M | Buy |
+60,006
| New | +$1.11M | 0.02% | 467 |
|