Kestra Advisory Services’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,721
| Closed | -$205K | – | 2755 |
|
|
2024
Q4 | $205K | Sell |
3,721
-848
| -19% | -$46.7K | ﹤0.01% | 2459 |
|
|
2024
Q3 | $306K | Buy |
4,569
+98
| +2% | +$6.56K | ﹤0.01% | 2070 |
|
|
2024
Q2 | $248K | Buy |
4,471
+132
| +3% | +$7.32K | ﹤0.01% | 2247 |
|
|
2024
Q1 | $222K | Buy |
+4,339
| New | +$222K | ﹤0.01% | 2206 |
|