JFS Wealth Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
1,333
-2
| -0.1% | -$173 | 0.01% | 353 |
|
|
2025
Q1 | $69.5K | Buy |
1,335
+2
| +0.2% | +$104 | ﹤0.01% | 417 |
|
|
2024
Q4 | $73.4K | Hold |
1,333
| – | – | 0.01% | 399 |
|
|
2024
Q3 | $89.2K | Buy |
1,333
+2
| +0.2% | +$134 | 0.01% | 380 |
|
|
2024
Q2 | $73.8K | Sell |
1,331
-7
| -0.5% | -$388 | 0.01% | 365 |
|
|
2024
Q1 | $68.5K | Sell |
1,338
-64
| -5% | -$3.28K | 0.01% | 383 |
|
|
2023
Q4 | $63.7K | Buy |
1,402
+63
| +5% | +$2.87K | 0.01% | 372 |
|
|
2023
Q3 | $55.1K | Hold |
1,339
| – | – | 0.01% | 366 |
|
|
2023
Q2 | $59.2K | Hold |
1,339
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $52.8K | Buy |
1,339
+5
| +0.4% | +$197 | 0.01% | 367 |
|
|
2022
Q4 | $39.8K | Sell |
1,334
-10
| -0.7% | -$299 | ﹤0.01% | 398 |
|
|
2022
Q3 | $36K | Buy |
1,344
+14
| +1% | +$375 | ﹤0.01% | 444 |
|
|
2022
Q2 | $30K | Buy |
1,330
+6
| +0.5% | +$135 | ﹤0.01% | 498 |
|
|
2022
Q1 | $36K | Buy |
1,324
+56
| +4% | +$1.52K | ﹤0.01% | 484 |
|
|
2021
Q4 | $20K | Buy |
1,268
+25
| +2% | +$394 | ﹤0.01% | 563 |
|
|
2021
Q3 | $21K | Hold |
1,243
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $26K | Sell |
1,243
-570
| -31% | -$11.9K | ﹤0.01% | 340 |
|
|
2021
Q1 | $38K | Hold |
1,813
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $30K | Hold |
1,813
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $16K | Hold |
1,813
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $18K | Hold |
1,813
| – | – | ﹤0.01% | 311 |
|
|
2020
Q1 | $15K | Hold |
1,813
| – | – | ﹤0.01% | 291 |
|
|
2019
Q4 | $37K | Hold |
1,813
| – | – | 0.01% | 259 |
|
|
2019
Q3 | $37K | Hold |
1,813
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $46K | Hold |
1,813
| – | – | 0.01% | 250 |
|
|
2019
Q1 | $46K | Sell |
1,813
-630
| -26% | -$16K | 0.01% | 230 |
|
|
2018
Q4 | $53K | Hold |
2,443
| – | – | 0.01% | 223 |
|
|
2018
Q3 | $72K | Hold |
2,443
| – | – | 0.02% | 220 |
|
|
2018
Q2 | $61K | Hold |
2,443
| – | – | 0.02% | 230 |
|
|
2018
Q1 | $58K | Hold |
2,443
| – | – | 0.02% | 233 |
|
|
2017
Q4 | $59K | Hold |
2,443
| – | – | 0.01% | 240 |
|
|
2017
Q3 | $58K | Hold |
2,443
| – | – | 0.02% | 230 |
|
|
2017
Q2 | $42K | Hold |
2,443
| – | – | 0.01% | 232 |
|
|
2017
Q1 | $39K | Hold |
2,443
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $39K | Hold |
2,443
| – | – | 0.01% | 246 |
|
|
2016
Q3 | $44K | Hold |
2,443
| – | – | 0.01% | 252 |
|
|
2016
Q2 | $31K | Hold |
2,443
| – | – | 0.01% | 291 |
|
|
2016
Q1 | $40K | Hold |
2,443
| – | – | 0.01% | 252 |
|
|
2015
Q4 | $27K | Hold |
2,443
| – | – | 0.01% | 299 |
|
|
2015
Q3 | $35K | Hold |
2,443
| – | – | 0.02% | 237 |
|
|
2015
Q2 | $74K | Buy |
2,443
+700
| +40% | +$21.2K | 0.04% | 146 |
|
|
2015
Q1 | $52K | Buy |
1,743
+633
| +57% | +$18.9K | 0.02% | 179 |
|
|
2014
Q4 | $39K | Hold |
1,110
| – | – | 0.01% | 214 |
|
|
2014
Q3 | $41K | Hold |
1,110
| – | – | 0.01% | 199 |
|
|
2014
Q2 | $50K | Buy |
+1,110
| New | +$50K | 0.01% | 186 |
|