Jones Financial Companies’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
12,211
+954
| +8% | +$82.8K | ﹤0.01% | 991 |
|
|
2025
Q1 | $574K | Buy |
11,257
+686
| +6% | +$35K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $582K | Buy |
10,571
+1,274
| +14% | +$70.1K | ﹤0.01% | 939 |
|
|
2024
Q3 | $616K | Buy |
9,297
+1,914
| +26% | +$127K | ﹤0.01% | 750 |
|
|
2024
Q2 | $409K | Buy |
7,383
+3,507
| +90% | +$194K | ﹤0.01% | 611 |
|
|
2024
Q1 | $198K | Buy |
3,876
+3,526
| +1,007% | +$180K | ﹤0.01% | 463 |
|
|
2023
Q4 | $15.9K | Buy |
+350
| New | +$15.9K | ﹤0.01% | 615 |
|