LPL Financial’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.78M | Sell |
55,382
-1,426
| -3% | -$123K | ﹤0.01% | 2339 |
|
2025
Q1 | $2.96M | Buy |
56,808
+8,876
| +19% | +$462K | ﹤0.01% | 2565 |
|
2024
Q4 | $2.64M | Sell |
47,932
-2,203
| -4% | -$121K | ﹤0.01% | 2603 |
|
2024
Q3 | $3.35M | Buy |
50,135
+2,472
| +5% | +$165K | ﹤0.01% | 2267 |
|
2024
Q2 | $2.64M | Buy |
47,663
+7,205
| +18% | +$400K | ﹤0.01% | 2348 |
|
2024
Q1 | $2.07M | Buy |
40,458
+335
| +0.8% | +$17.1K | ﹤0.01% | 2494 |
|
2023
Q4 | $1.82M | Buy |
40,123
+3,573
| +10% | +$162K | ﹤0.01% | 2471 |
|
2023
Q3 | $1.5M | Buy |
36,550
+2,447
| +7% | +$101K | ﹤0.01% | 2541 |
|
2023
Q2 | $1.51M | Buy |
34,103
+5,797
| +20% | +$256K | ﹤0.01% | 2492 |
|
2023
Q1 | $1.12M | Buy |
28,306
+11,290
| +66% | +$446K | ﹤0.01% | 2663 |
|
2022
Q4 | $508K | Buy |
17,016
+1,620
| +11% | +$48.4K | ﹤0.01% | 3218 |
|
2022
Q3 | $410K | Sell |
15,396
-814
| -5% | -$21.7K | ﹤0.01% | 3312 |
|
2022
Q2 | $368K | Sell |
16,210
-2,007
| -11% | -$45.6K | ﹤0.01% | 3434 |
|
2022
Q1 | $489K | Buy |
18,217
+2,244
| +14% | +$60.2K | ﹤0.01% | 3213 |
|
2021
Q4 | $254K | Buy |
15,973
+233
| +1% | +$3.71K | ﹤0.01% | 3798 |
|
2021
Q3 | $262K | Buy |
15,740
+823
| +6% | +$13.7K | ﹤0.01% | 3731 |
|
2021
Q2 | $311K | Sell |
14,917
-2,455
| -14% | -$51.2K | ﹤0.01% | 3550 |
|
2021
Q1 | $366K | Buy |
17,372
+718
| +4% | +$15.1K | ﹤0.01% | 3297 |
|
2020
Q4 | $279K | Sell |
16,654
-2,938
| -15% | -$49.2K | ﹤0.01% | 3248 |
|
2020
Q3 | $171K | Buy |
19,592
+2,720
| +16% | +$23.7K | ﹤0.01% | 3230 |
|
2020
Q2 | $172K | Buy |
+16,872
| New | +$172K | ﹤0.01% | 3139 |
|
2020
Q1 | – | Sell |
-10,226
| Closed | -$211K | – | 3209 |
|
2019
Q4 | $211K | Sell |
10,226
-1,835
| -15% | -$37.9K | ﹤0.01% | 3042 |
|
2019
Q3 | $244K | Sell |
12,061
-1,165
| -9% | -$23.6K | ﹤0.01% | 2842 |
|
2019
Q2 | $333K | Buy |
13,226
+3,530
| +36% | +$88.9K | ﹤0.01% | 2605 |
|
2019
Q1 | $248K | Sell |
9,696
-130
| -1% | -$3.33K | ﹤0.01% | 2766 |
|
2018
Q4 | $214K | Buy |
9,826
+1,326
| +16% | +$28.9K | ﹤0.01% | 2746 |
|
2018
Q3 | $251K | Buy |
+8,500
| New | +$251K | ﹤0.01% | 2819 |
|
2017
Q3 | – | Sell |
-10,231
| Closed | -$174K | – | 2854 |
|
2017
Q2 | $174K | Buy |
+10,231
| New | +$174K | ﹤0.01% | 2614 |
|
2016
Q2 | – | Sell |
-13,477
| Closed | -$204K | – | 2644 |
|
2016
Q1 | $204K | Sell |
13,477
-3,260
| -19% | -$49.3K | ﹤0.01% | 2784 |
|
2015
Q4 | $187K | Buy |
16,737
+926
| +6% | +$10.3K | ﹤0.01% | 2846 |
|
2015
Q3 | $252K | Buy |
15,811
+1,034
| +7% | +$16.5K | ﹤0.01% | 2339 |
|
2015
Q2 | $423K | Sell |
14,777
-20,024
| -58% | -$573K | ﹤0.01% | 2036 |
|
2015
Q1 | $1.03M | Buy |
34,801
+27,374
| +369% | +$810K | 0.01% | 1334 |
|
2014
Q4 | $258K | Buy |
7,427
+656
| +10% | +$22.8K | ﹤0.01% | 2292 |
|
2014
Q3 | $244K | Buy |
6,771
+1,496
| +28% | +$53.9K | ﹤0.01% | 2316 |
|
2014
Q2 | $238K | Buy |
+5,275
| New | +$238K | ﹤0.01% | 2369 |
|