Stifel Financial’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,703
| Closed | -$2.27M | – | 3436 |
|
|
2022
Q3 | $2.27M | Sell |
24,703
-54,644
| -69% | -$5.02M | ﹤0.01% | 1380 |
|
|
2022
Q2 | $5.6M | Buy |
79,347
+1,176
| +2% | +$83K | 0.01% | 918 |
|
|
2022
Q1 | $7.78M | Buy |
78,171
+14,507
| +23% | +$1.44M | 0.01% | 830 |
|
|
2021
Q4 | $8.22M | Sell |
63,664
-12,611
| -17% | -$1.63M | 0.01% | 834 |
|
|
2021
Q3 | $13.3M | Buy |
76,275
+1,007
| +1% | +$176K | 0.02% | 612 |
|
|
2021
Q2 | $12.2M | Buy |
75,268
+28,924
| +62% | +$4.68M | 0.02% | 635 |
|
|
2021
Q1 | $6.18M | Buy |
46,344
+5,307
| +13% | +$708K | 0.01% | 857 |
|
|
2020
Q4 | $6.77M | Buy |
41,037
+12,818
| +45% | +$2.11M | 0.01% | 738 |
|
|
2020
Q3 | $3.59M | Buy |
28,219
+884
| +3% | +$113K | 0.01% | 925 |
|
|
2020
Q2 | $3.64M | Buy |
27,335
+4,126
| +18% | +$549K | 0.01% | 868 |
|
|
2020
Q1 | $1.73M | Sell |
23,209
-2,804
| -11% | -$209K | ﹤0.01% | 1117 |
|
|
2019
Q4 | $1.9M | Buy |
26,013
+4,835
| +23% | +$354K | ﹤0.01% | 1367 |
|
|
2019
Q3 | $1.43M | Sell |
21,178
-9,146
| -30% | -$619K | ﹤0.01% | 1526 |
|
|
2019
Q2 | $2.18M | Buy |
30,324
+11,308
| +59% | +$814K | 0.01% | 1275 |
|
|
2019
Q1 | $1.05M | Buy |
+19,016
| New | +$1.05M | ﹤0.01% | 1626 |
|