Corient Private Wealth’s ATI ATI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.8M Sell
299,074
-5,735
-2% -$495K 0.03% 377
2025
Q1
$15.9M Sell
304,809
-12,793
-4% -$666K 0.03% 425
2024
Q4
$18.3M Buy
317,602
+145,503
+85% +$8.38M 0.03% 410
2024
Q3
$11.5M Buy
172,099
+146,861
+582% +$9.83M 0.02% 509
2024
Q2
$1.4M Sell
25,238
-19
-0.1% -$1.05K ﹤0.01% 1187
2024
Q1
$1.29M Buy
25,257
+14,701
+139% +$752K ﹤0.01% 1222
2023
Q4
$480K Sell
10,556
-221
-2% -$10K ﹤0.01% 1626
2023
Q3
$443K Buy
10,777
+213
+2% +$8.77K ﹤0.01% 1555
2023
Q2
$467K Sell
10,564
-1
-0% -$44 ﹤0.01% 1481
2023
Q1
$417K Buy
+10,565
New +$417K ﹤0.01% 1450