IFP Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $144K | Buy |
992
+350
| +55% | +$48.7K | ﹤0.01% | 1585 |
|
|
2025
Q4 | $73.7K | Buy |
642
+630
| +5,250% | +$61.4K | ﹤0.01% | 1976 |
|
|
2025
Q3 | $976 | Buy |
+12
| New | +$973 | ﹤0.01% | 3971 |
|
|
2025
Q2 | – | Sell |
-32
| Closed | -$2.19K | – | 2458 |
|
|
2025
Q1 | $1.67K | Hold |
32
| – | – | ﹤0.01% | 3199 |
|
|
2024
Q4 | $1.76K | Sell |
32
-53
| -62% | -$3.13K | ﹤0.01% | 3148 |
|
|
2024
Q3 | $5.69K | Hold |
85
| – | – | ﹤0.01% | 2623 |
|
|
2024
Q2 | $4.71K | Hold |
85
| – | – | ﹤0.01% | 2579 |
|
|
2024
Q1 | $4.35K | Buy |
85
+23
| +37% | +$1.04K | ﹤0.01% | 2497 |
|
|
2023
Q4 | $2.82K | Hold |
62
| – | – | ﹤0.01% | 2588 |
|
|
2023
Q3 | $2.55K | Buy |
+62
| New | +$2.75K | ﹤0.01% | 2764 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$13K | – | 3419 |
|
|
2022
Q4 | $13K | Sell |
11
-2,701
| -100% | -$79.1K | ﹤0.01% | 3192 |
|
|
2022
Q3 | $85K | Buy |
2,712
+800
| +42% | +$22.3K | ﹤0.01% | 1971 |
|
|
2022
Q2 | $65K | Hold |
1,912
| – | – | ﹤0.01% | 1975 |
|
|
2022
Q1 | $65K | Buy |
1,912
+1,012
| +112% | +$23.5K | ﹤0.01% | 1975 |
|
|
2021
Q4 | $14K | Hold |
900
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q3 | $15K | Hold |
900
| – | – | ﹤0.01% | 2105 |
|
|
2021
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 1948 |
|
|
2021
Q1 | $19K | Hold |
900
| – | – | ﹤0.01% | 1871 |
|
|
2020
Q4 | $15K | Hold |
900
| – | – | ﹤0.01% | 1890 |
|
|
2020
Q3 | $8K | Hold |
900
| – | – | ﹤0.01% | 1970 |
|
|
2020
Q2 | $9K | Sell |
900
-1
| -0.1% | -$9 | ﹤0.01% | 1851 |
|
|
2020
Q1 | $8K | Buy |
901
+98
| +12% | +$1.56K | ﹤0.01% | 1856 |
|
|
2019
Q4 | $17K | Hold |
803
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q3 | $16K | Buy |
+803
| New | +$17K | ﹤0.01% | 1853 |
|
|
2019
Q1 | $5K | Sell |
204
-1,890
| -90% | -$49.8K | ﹤0.01% | 1838 |
|
|
2018
Q4 | $46K | Buy |
2,094
+64
| +3% | +$1.66K | ﹤0.01% | 1651 |
|
|
2018
Q3 | $60K | Buy |
2,030
+282
| +16% | +$7.58K | ﹤0.01% | 1789 |
|
|
2018
Q2 | $44K | Buy |
1,748
+1,112
| +175% | +$30.1K | ﹤0.01% | 1993 |
|
|
2018
Q1 | $15K | Hold |
636
| – | – | ﹤0.01% | 2551 |
|
|
2017
Q4 | $15K | Sell |
636
-1,100
| -63% | -$26.2K | ﹤0.01% | 2588 |
|
|
2017
Q3 | $41K | Buy |
1,736
+592
| +52% | +$11.7K | ﹤0.01% | 2105 |
|
|
2017
Q2 | $19K | Hold |
1,144
| – | – | ﹤0.01% | 2609 |
|
|
2017
Q1 | $21K | Sell |
1,144
-200
| -15% | -$3.76K | ﹤0.01% | 2459 |
|
|
2016
Q4 | $21K | Buy |
1,344
+508
| +61% | +$8.44K | ﹤0.01% | 2412 |
|
|
2016
Q3 | $15K | Hold |
836
| – | – | ﹤0.01% | 2574 |
|
|
2016
Q2 | $11K | Buy |
836
+632
| +310% | +$9.04K | ﹤0.01% | 2682 |
|
|
2016
Q1 | $5K | Sell |
204
-451
| -69% | -$5.49K | ﹤0.01% | 1838 |
|
|
2015
Q4 | $7K | Buy |
+655
| New | +$9.01K | ﹤0.01% | 2746 |
|
Other funds holding ATI
VCM
VPM
