Osaic Holdings’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 | $3.29K | Hold |
200
| – | – | ﹤0.01% | 6326 |
|
|
2025
Q1 | $3.5K | Hold |
200
| – | – | ﹤0.01% | 6257 |
|
|
2024
Q4 | $3.29K | Hold |
200
| – | – | ﹤0.01% | 6274 |
|
|
2024
Q3 | $3.65K | Buy |
+200
| New | +$3.65K | ﹤0.01% | 6221 |
|
|
2024
Q2 | – | Sell |
-3,316
| Closed | -$66.9K | – | 7181 |
|
|
2024
Q1 | $66.9K | Hold |
3,316
| – | – | ﹤0.01% | 4512 |
|
|
2023
Q4 | $70.8K | Buy |
3,316
+100
| +3% | +$2.13K | ﹤0.01% | 4662 |
|
|
2023
Q3 | $53.4K | Hold |
3,216
| – | – | ﹤0.01% | 4955 |
|
|
2023
Q2 | $58K | Buy |
3,216
+900
| +39% | +$16.2K | ﹤0.01% | 4840 |
|
|
2023
Q1 | $48.2K | Buy |
2,316
+200
| +9% | +$4.16K | ﹤0.01% | 4970 |
|
|
2022
Q4 | $49.7K | Buy |
2,116
+200
| +10% | +$4.7K | ﹤0.01% | 4938 |
|
|
2022
Q3 | $42K | Hold |
1,916
| – | – | ﹤0.01% | 5016 |
|
|
2022
Q2 | $42K | Buy |
1,916
+200
| +12% | +$4.38K | ﹤0.01% | 5076 |
|
|
2022
Q1 | $42K | Buy |
1,716
+416
| +32% | +$10.2K | ﹤0.01% | 5197 |
|
|
2021
Q4 | $31K | Hold |
1,300
| – | – | ﹤0.01% | 5456 |
|
|
2021
Q3 | $30K | Hold |
1,300
| – | – | ﹤0.01% | 5467 |
|
|
2021
Q2 | $32K | Buy |
1,300
+500
| +63% | +$12.3K | ﹤0.01% | 5351 |
|
|
2021
Q1 | $20K | Buy |
800
+600
| +300% | +$15K | ﹤0.01% | 5436 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 5699 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 5647 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 5480 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 5346 |
|