AR
Advisory Research’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-62,179
| Closed | -$2.83M | – | 173 |
|
|
2023
Q4 | $2.83M | Sell |
62,179
-41,203
| -40% | -$1.87M | 0.44% | 57 |
|
|
2023
Q3 | $4.25M | Buy |
103,382
+19,757
| +24% | +$813K | 0.59% | 39 |
|
|
2023
Q2 | $3.7M | Buy |
83,625
+16,059
| +24% | +$710K | 0.47% | 49 |
|
|
2023
Q1 | $2.67M | Buy |
67,566
+30,902
| +84% | +$1.22M | 0.44% | 59 |
|
|
2022
Q4 | $1.09M | Sell |
36,664
-10,204
| -22% | -$305K | 0.1% | 152 |
|
|
2022
Q3 | $1.25M | Buy |
46,868
+28,707
| +158% | +$764K | 0.12% | 130 |
|
|
2022
Q2 | $412K | Sell |
18,161
-75,867
| -81% | -$1.72M | 0.04% | 248 |
|
|
2022
Q1 | $2.52M | Buy |
+94,028
| New | +$2.52M | 0.2% | 78 |
|
|
2015
Q1 | – | Sell |
-1,613,401
| Closed | -$56.1M | – | 335 |
|
|
2014
Q4 | $56.1M | Sell |
1,613,401
-727,360
| -31% | -$25.3M | 0.58% | 54 |
|
|
2014
Q3 | $86.8M | Buy |
2,340,761
+290,176
| +14% | +$10.8M | 0.84% | 39 |
|
|
2014
Q2 | $92.5M | Sell |
2,050,585
-727,979
| -26% | -$32.8M | 0.86% | 37 |
|
|
2014
Q1 | $105M | Sell |
2,778,564
-18,551
| -0.7% | -$699K | 1.08% | 29 |
|
|
2013
Q4 | $99.7M | Buy |
2,797,115
+167,401
| +6% | +$5.96M | 1.03% | 31 |
|
|
2013
Q3 | $80.3M | Sell |
2,629,714
-23,635
| -0.9% | -$721K | 0.86% | 41 |
|
|
2013
Q2 | $69.8M | Buy |
+2,653,349
| New | +$69.8M | 0.79% | 45 |
|