Creative Planning’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
22,658
-1,195
| -5% | -$103K | ﹤0.01% | 1326 |
|
|
2025
Q1 | $1.24M | Sell |
23,853
-2,071
| -8% | -$108K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $1.43M | Sell |
25,924
-1,970
| -7% | -$108K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $1.87M | Buy |
27,894
+3,179
| +13% | +$213K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $1.37M | Buy |
24,715
+5,705
| +30% | +$316K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $973K | Buy |
19,010
+8,629
| +83% | +$442K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $472K | Buy |
10,381
+1,530
| +17% | +$69.6K | ﹤0.01% | 1746 |
|
|
2023
Q3 | $364K | Buy |
8,851
+2,762
| +45% | +$114K | ﹤0.01% | 1776 |
|
|
2023
Q2 | $269K | Buy |
+6,089
| New | +$269K | ﹤0.01% | 1984 |
|
|
2018
Q4 | – | Sell |
-7,526
| Closed | -$222K | – | 1815 |
|
|
2018
Q3 | $222K | Sell |
7,526
-2,343
| -24% | -$69.1K | ﹤0.01% | 1592 |
|
|
2018
Q2 | $248K | Buy |
9,869
+877
| +10% | +$22K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $213K | Sell |
8,992
-55
| -0.6% | -$1.3K | ﹤0.01% | 1553 |
|
|
2017
Q4 | $218K | Buy |
+9,047
| New | +$218K | ﹤0.01% | 1538 |
|
|
2017
Q3 | – | Sell |
-7,534
| Closed | -$128K | – | 1974 |
|
|
2017
Q2 | $128K | Buy |
7,534
+7,257
| +2,620% | +$123K | ﹤0.01% | 1790 |
|
|
2017
Q1 | $5K | Buy |
277
+144
| +108% | +$2.6K | ﹤0.01% | 3881 |
|
|
2016
Q4 | $2K | Sell |
133
-1,800
| -93% | -$27.1K | ﹤0.01% | 4132 |
|
|
2016
Q3 | $35K | Sell |
1,933
-92,582
| -98% | -$1.68M | ﹤0.01% | 2607 |
|
|
2016
Q2 | $1.21M | Sell |
94,515
-959
| -1% | -$12.2K | 0.01% | 465 |
|
|
2016
Q1 | $1.56M | Sell |
95,474
-5,312
| -5% | -$86.6K | 0.01% | 377 |
|
|
2015
Q4 | $1.13M | Buy |
100,786
+5,169
| +5% | +$58.2K | 0.01% | 466 |
|
|
2015
Q3 | $1.36M | Hold |
95,617
| – | – | 0.01% | 392 |
|
|
2015
Q2 | $2.89M | Buy |
95,617
+94,560
| +8,946% | +$2.86M | 0.03% | 226 |
|
|
2015
Q1 | $32K | Sell |
1,057
-328
| -24% | -$9.93K | ﹤0.01% | 2302 |
|
|
2014
Q4 | $48K | Buy |
1,385
+274
| +25% | +$9.5K | ﹤0.01% | 2012 |
|
|
2014
Q3 | $41K | Buy |
1,111
+254
| +30% | +$9.37K | ﹤0.01% | 2032 |
|
|
2014
Q2 | $39K | Buy |
857
+808
| +1,649% | +$36.8K | ﹤0.01% | 2014 |
|
|
2014
Q1 | $2K | Buy |
49
+39
| +390% | +$1.59K | ﹤0.01% | 3251 |
|
|
2013
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3310 |
|
|
2013
Q3 | – | Sell |
-339
| Closed | -$9K | – | 3204 |
|
|
2013
Q2 | $9K | Buy |
+339
| New | +$9K | ﹤0.01% | 2308 |
|