LPL Financial’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
41,607
-540
| -1% | -$9.62K | ﹤0.01% | 3977 |
|
|
2025
Q1 | $738K | Buy |
42,147
+8,891
| +27% | +$156K | ﹤0.01% | 3760 |
|
|
2024
Q4 | $546K | Sell |
33,256
-1,220
| -4% | -$20K | ﹤0.01% | 3966 |
|
|
2024
Q3 | $628K | Sell |
34,476
-5,088
| -13% | -$92.8K | ﹤0.01% | 3753 |
|
|
2024
Q2 | $811K | Sell |
39,564
-606
| -2% | -$12.4K | ﹤0.01% | 3407 |
|
|
2024
Q1 | $811K | Buy |
40,170
+21
| +0.1% | +$424 | ﹤0.01% | 3332 |
|
|
2023
Q4 | $857K | Sell |
40,149
-14,880
| -27% | -$318K | ﹤0.01% | 3147 |
|
|
2023
Q3 | $913K | Buy |
55,029
+14,138
| +35% | +$235K | ﹤0.01% | 2950 |
|
|
2023
Q2 | $737K | Buy |
40,891
+1,596
| +4% | +$28.8K | ﹤0.01% | 3094 |
|
|
2023
Q1 | $817K | Sell |
39,295
-337
| -0.9% | -$7.01K | ﹤0.01% | 2903 |
|
|
2022
Q4 | $936K | Sell |
39,632
-192
| -0.5% | -$4.53K | ﹤0.01% | 2699 |
|
|
2022
Q3 | $883K | Buy |
39,824
+32
| +0.1% | +$710 | ﹤0.01% | 2641 |
|
|
2022
Q2 | $883K | Buy |
39,792
+15,415
| +63% | +$342K | ﹤0.01% | 2664 |
|
|
2022
Q1 | $606K | Buy |
24,377
+974
| +4% | +$24.2K | ﹤0.01% | 3035 |
|
|
2021
Q4 | $573K | Buy |
23,403
+613
| +3% | +$15K | ﹤0.01% | 3151 |
|
|
2021
Q3 | $528K | Buy |
22,790
+1,523
| +7% | +$35.3K | ﹤0.01% | 3154 |
|
|
2021
Q2 | $521K | Buy |
21,267
+465
| +2% | +$11.4K | ﹤0.01% | 3113 |
|
|
2021
Q1 | $532K | Sell |
20,802
-132
| -0.6% | -$3.38K | ﹤0.01% | 2953 |
|
|
2020
Q4 | $503K | Buy |
20,934
+250
| +1% | +$6.01K | ﹤0.01% | 2740 |
|
|
2020
Q3 | $349K | Buy |
+20,684
| New | +$349K | ﹤0.01% | 2769 |
|