LGT Financial Advisors’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 |
-308
| Closed | -$17K | – | 335 |
|
|
2024
Q4 | $17K | Hold |
308
| – | – | 0.04% | 340 |
|
|
2024
Q3 | $20.6K | Hold |
308
| – | – | 0.05% | 272 |
|
|
2024
Q2 | $17.1K | Hold |
308
| – | – | 0.04% | 346 |
|
|
2024
Q1 | $15.8K | Hold |
308
| – | – | 0.02% | 407 |
|
|
2023
Q4 | $14K | Hold |
308
| – | – | 0.02% | 417 |
|
|
2023
Q3 | $12.7K | Buy |
+308
| New | +$12.7K | 0.02% | 437 |
|