IFG Advisory’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
21,027
| – | – | 0.02% | 538 |
|
|
2025
Q1 | $368K | Hold |
21,027
| – | – | 0.02% | 506 |
|
|
2024
Q4 | $345K | Sell |
21,027
-8,148
| -28% | -$134K | 0.02% | 502 |
|
|
2024
Q3 | $532K | Sell |
29,175
-744
| -2% | -$13.6K | 0.03% | 327 |
|
|
2024
Q2 | $613K | Hold |
29,919
| – | – | 0.04% | 364 |
|
|
2024
Q1 | $604K | Sell |
29,919
-644
| -2% | -$13K | 0.05% | 300 |
|
|
2023
Q4 | $652K | Buy |
30,563
+122
| +0.4% | +$2.6K | 0.05% | 321 |
|
|
2023
Q3 | $505K | Buy |
30,441
+111
| +0.4% | +$1.84K | 0.04% | 342 |
|
|
2023
Q2 | $547K | Buy |
30,330
+7,378
| +32% | +$133K | 0.05% | 268 |
|
|
2023
Q1 | $477K | Buy |
+22,952
| New | +$477K | 0.04% | 329 |
|