Allworth Financial’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
354
+19
| +6% | +$1.64K | ﹤0.01% | 2237 |
|
|
2025
Q1 | $17.6K | Buy |
335
+65
| +24% | +$3.41K | ﹤0.01% | 2150 |
|
|
2024
Q4 | $15.5K | Sell |
270
-3
| -1% | -$172 | ﹤0.01% | 2242 |
|
|
2024
Q3 | $18.3K | Buy |
273
+2
| +0.7% | +$134 | ﹤0.01% | 1978 |
|
|
2024
Q2 | $15.9K | Sell |
271
-3
| -1% | -$176 | ﹤0.01% | 2017 |
|
|
2024
Q1 | $14K | Sell |
274
-12
| -4% | -$614 | ﹤0.01% | 1964 |
|
|
2023
Q4 | $13K | Buy |
286
+104
| +57% | +$4.73K | ﹤0.01% | 1872 |
|
|
2023
Q3 | $7.49K | Buy |
182
+78
| +75% | +$3.21K | ﹤0.01% | 1951 |
|
|
2023
Q2 | $4.6K | Hold |
104
| – | – | ﹤0.01% | 2144 |
|
|
2023
Q1 | $4.1K | Buy |
104
+100
| +2,500% | +$3.95K | ﹤0.01% | 2117 |
|
|
2022
Q4 | $119 | Hold |
4
| – | – | ﹤0.01% | 2904 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2648 |
|