AVTA
US Bancorp’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-784
| Closed | -$20.1K | – | 4166 |
|
|
2023
Q3 | $20.1K | Buy |
784
+55
| +8% | +$1.41K | ﹤0.01% | 2875 |
|
|
2023
Q2 | $16.3K | Hold |
729
| – | – | ﹤0.01% | 3045 |
|
|
2023
Q1 | $19.2K | Hold |
729
| – | – | ﹤0.01% | 3006 |
|
|
2022
Q4 | $18.6K | Sell |
729
-182
| -20% | -$4.65K | ﹤0.01% | 3018 |
|
|
2022
Q3 | $17K | Sell |
911
-777
| -46% | -$14.5K | ﹤0.01% | 3113 |
|
|
2022
Q2 | $31K | Sell |
1,688
-352
| -17% | -$6.46K | ﹤0.01% | 2824 |
|
|
2022
Q1 | $39K | Sell |
2,040
-147
| -7% | -$2.81K | ﹤0.01% | 2744 |
|
|
2021
Q4 | $37K | Buy |
2,187
+273
| +14% | +$4.62K | ﹤0.01% | 2798 |
|
|
2021
Q3 | $30K | Buy |
1,914
+83
| +5% | +$1.3K | ﹤0.01% | 2907 |
|
|
2021
Q2 | $31K | Sell |
1,831
-2
| -0.1% | -$34 | ﹤0.01% | 2904 |
|
|
2021
Q1 | $30K | Hold |
1,833
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q4 | $29K | Sell |
1,833
-6,936
| -79% | -$110K | ﹤0.01% | 2734 |
|
|
2020
Q3 | $83K | Sell |
8,769
-2,115
| -19% | -$20K | ﹤0.01% | 2163 |
|
|
2020
Q2 | $124K | Sell |
10,884
-3,280
| -23% | -$37.4K | ﹤0.01% | 1978 |
|
|
2020
Q1 | $170K | Sell |
14,164
-2,126
| -13% | -$25.5K | ﹤0.01% | 1725 |
|
|
2019
Q4 | $426K | Sell |
16,290
-3,063
| -16% | -$80.1K | ﹤0.01% | 1451 |
|
|
2019
Q3 | $419K | Sell |
19,353
-5,015
| -21% | -$109K | ﹤0.01% | 1457 |
|
|
2019
Q2 | $740K | Sell |
24,368
-2,683
| -10% | -$81.5K | ﹤0.01% | 1210 |
|
|
2019
Q1 | $903K | Sell |
27,051
-4,995
| -16% | -$167K | ﹤0.01% | 1110 |
|
|
2018
Q4 | $855K | Buy |
32,046
+3,574
| +13% | +$95.4K | ﹤0.01% | 1092 |
|
|
2018
Q3 | $1.15M | Buy |
28,472
+561
| +2% | +$22.6K | ﹤0.01% | 1036 |
|
|
2018
Q2 | $1.03M | Sell |
27,911
-439
| -2% | -$16.3K | ﹤0.01% | 1087 |
|
|
2018
Q1 | $697K | Buy |
28,350
+20,165
| +246% | +$496K | ﹤0.01% | 1274 |
|
|
2017
Q4 | $181K | Buy |
8,185
+7,158
| +697% | +$158K | ﹤0.01% | 1931 |
|
|
2017
Q3 | $25K | Hold |
1,027
| – | – | ﹤0.01% | 2812 |
|
|
2017
Q2 | $22K | Buy |
1,027
+968
| +1,641% | +$20.7K | ﹤0.01% | 2858 |
|
|
2017
Q1 | $1K | Hold |
59
| – | – | ﹤0.01% | 3499 |
|
|
2016
Q4 | $1K | Buy |
59
+30
| +103% | +$508 | ﹤0.01% | 3483 |
|
|
2016
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 3640 |
|
|
2016
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 3667 |
|
|
2016
Q1 | $0 | Sell |
29
-80
| -73% | – | ﹤0.01% | 3684 |
|
|
2015
Q4 | $1K | Sell |
109
-64
| -37% | -$587 | ﹤0.01% | 3550 |
|
|
2015
Q3 | $3K | Sell |
173
-402
| -70% | -$6.97K | ﹤0.01% | 3380 |
|
|
2015
Q2 | $10K | Sell |
575
-844
| -59% | -$14.7K | ﹤0.01% | 3145 |
|
|
2015
Q1 | $20K | Sell |
1,419
-319
| -18% | -$4.5K | ﹤0.01% | 2947 |
|
|
2014
Q4 | $25K | Sell |
1,738
-526
| -23% | -$7.57K | ﹤0.01% | 2811 |
|
|
2014
Q3 | $35K | Sell |
2,264
-15,556
| -87% | -$240K | ﹤0.01% | 2656 |
|
|
2014
Q2 | $336K | Buy |
17,820
+480
| +3% | +$9.05K | ﹤0.01% | 1558 |
|
|
2014
Q1 | $341K | Buy |
17,340
+242
| +1% | +$4.76K | ﹤0.01% | 1516 |
|
|
2013
Q4 | $499K | Sell |
17,098
-2,984
| -15% | -$87.1K | ﹤0.01% | 1300 |
|
|
2013
Q3 | $462K | Buy |
20,082
+168
| +0.8% | +$3.87K | ﹤0.01% | 1282 |
|
|
2013
Q2 | $369K | Buy |
+19,914
| New | +$369K | ﹤0.01% | 1328 |
|