Atria Investments’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.51M | Buy |
50,449
+24,080
| +91% | +$2.15M | 0.05% | 412 |
|
2025
Q1 | $2M | Sell |
26,369
-6,313
| -19% | -$479K | 0.03% | 701 |
|
2024
Q4 | $2.53M | Buy |
32,682
+1,017
| +3% | +$78.6K | 0.03% | 587 |
|
2024
Q3 | $2.31M | Buy |
31,665
+6,035
| +24% | +$441K | 0.03% | 613 |
|
2024
Q2 | $1.54M | Sell |
25,630
-3,102
| -11% | -$187K | 0.02% | 745 |
|
2024
Q1 | $1.81M | Buy |
28,732
+4,581
| +19% | +$289K | 0.03% | 699 |
|
2023
Q4 | $1.4M | Sell |
24,151
-8,553
| -26% | -$497K | 0.02% | 750 |
|
2023
Q3 | $1.59M | Sell |
32,704
-2,600
| -7% | -$126K | 0.03% | 659 |
|
2023
Q2 | $1.76M | Buy |
35,304
+3,141
| +10% | +$157K | 0.03% | 606 |
|
2023
Q1 | $1.76M | Sell |
32,163
-3,196
| -9% | -$175K | 0.03% | 579 |
|
2022
Q4 | $2.17M | Buy |
35,359
+9,179
| +35% | +$563K | 0.04% | 484 |
|
2022
Q3 | $1.48M | Sell |
26,180
-2,965
| -10% | -$168K | 0.03% | 583 |
|
2022
Q2 | $1.48M | Buy |
29,145
+771
| +3% | +$39.2K | 0.03% | 603 |
|
2022
Q1 | $1.69M | Buy |
28,374
+5,148
| +22% | +$306K | 0.03% | 632 |
|
2021
Q4 | $1.63M | Buy |
+23,226
| New | +$1.63M | 0.03% | 650 |
|
2020
Q1 | – | Sell |
-12,324
| Closed | -$440K | – | 960 |
|
2019
Q4 | $440K | Buy |
12,324
+60
| +0.5% | +$2.14K | 0.01% | 833 |
|
2019
Q3 | $406K | Buy |
12,264
+60
| +0.5% | +$1.99K | 0.01% | 631 |
|
2019
Q2 | $394K | Buy |
12,204
+1,521
| +14% | +$49.1K | 0.01% | 650 |
|
2019
Q1 | $312K | Buy |
10,683
+210
| +2% | +$6.13K | 0.01% | 689 |
|
2018
Q4 | $285K | Sell |
10,473
-1,041
| -9% | -$28.3K | 0.01% | 667 |
|
2018
Q3 | $329K | Buy |
11,514
+426
| +4% | +$12.2K | 0.01% | 740 |
|
2018
Q2 | $337K | Buy |
11,088
+582
| +6% | +$17.7K | 0.01% | 702 |
|
2018
Q1 | $302K | Buy |
10,506
+342
| +3% | +$9.83K | 0.01% | 678 |
|
2017
Q4 | $260K | Sell |
10,164
-6,231
| -38% | -$159K | 0.01% | 701 |
|
2017
Q3 | $424K | Sell |
16,395
-57
| -0.3% | -$1.47K | 0.02% | 492 |
|
2017
Q2 | $392K | Buy |
+16,452
| New | +$392K | 0.02% | 490 |
|