Equitable Trust’s NCR Atleos NATL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
15,466
+493
| +3% | +$14.1K | 0.02% | 324 |
|
|
2025
Q1 | $395K | Buy |
14,973
+1,219
| +9% | +$32.2K | 0.02% | 353 |
|
|
2024
Q4 | $467K | Hold |
13,754
| – | – | 0.03% | 331 |
|
|
2024
Q3 | $392K | Sell |
13,754
-4,244
| -24% | -$121K | 0.03% | 353 |
|
|
2024
Q2 | $486K | Sell |
17,998
-3,462
| -16% | -$93.5K | 0.03% | 304 |
|
|
2024
Q1 | $424K | Buy |
21,460
+4,020
| +23% | +$79.4K | 0.03% | 324 |
|
|
2023
Q4 | $424K | Buy |
+17,440
| New | +$424K | 0.03% | 304 |
|