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