Atria Wealth Solutions’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
3,851
+1,045
+37% +$93.4K 0.01% 1087
2025
Q1
$213K Sell
2,806
-3,224
-53% -$245K ﹤0.01% 1675
2024
Q4
$466K Buy
6,030
+2,936
+95% +$227K 0.01% 1292
2024
Q3
$226K Buy
+3,094
New +$226K ﹤0.01% 1684
2023
Q1
Sell
-5,545
Closed -$340K 1915
2022
Q4
$340K Buy
5,545
+994
+22% +$61K 0.01% 1280
2022
Q3
$258K Buy
+4,551
New +$258K ﹤0.01% 1387