Concurrent Investment 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 | $363K | Hold |
4,200
| – | – | 0.01% | 968 |
|
|
2025
Q1 | $219K | Sell |
4,200
-3
| -0.1% | -$156 | 0.01% | 1077 |
|
|
2024
Q4 | $231K | Buy |
4,203
+3
| +0.1% | +$165 | 0.01% | 921 |
|
|
2024
Q3 | $281K | Hold |
4,200
| – | – | 0.01% | 798 |
|
|
2024
Q2 | $233K | Hold |
4,200
| – | – | 0.01% | 809 |
|
|
2024
Q1 | $215K | Buy |
+4,200
| New | +$215K | 0.01% | 779 |
|