Clearstead Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Buy |
416
+156
| +60% | +$13.5K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $13.5K | Buy |
260
+2
| +0.8% | +$104 | ﹤0.01% | 1528 |
|
|
2024
Q4 | $14.2K | Sell |
258
-30
| -10% | -$1.65K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $19.3K | Sell |
288
-59
| -17% | -$3.95K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $19.2K | Buy |
+347
| New | +$19.2K | ﹤0.01% | 1393 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$22.7K | – | 1549 |
|
|
2023
Q4 | $22.7K | Sell |
500
-838
| -63% | -$38.1K | ﹤0.01% | 913 |
|
|
2023
Q3 | $55.1K | Buy |
1,338
+1,169
| +692% | +$48.1K | ﹤0.01% | 868 |
|
|
2023
Q2 | $7.48K | Buy |
+169
| New | +$7.48K | ﹤0.01% | 1012 |
|