Patriot Financial Group Insurance Agency’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,352
| Closed | -$358K | – | 477 |
|
|
2024
Q3 | $358K | Hold |
5,352
| – | – | 0.05% | 346 |
|
|
2024
Q2 | $297K | Hold |
5,352
| – | – | 0.04% | 374 |
|
|
2024
Q1 | $274K | Hold |
5,352
| – | – | 0.04% | 389 |
|
|
2023
Q4 | $243K | Buy |
5,352
+2
| +0% | +$91 | 0.05% | 381 |
|
|
2023
Q3 | $220K | Hold |
5,350
| – | – | 0.05% | 395 |
|
|
2023
Q2 | $237K | Hold |
5,350
| – | – | 0.04% | 390 |
|
|
2023
Q1 | $211K | Buy |
+5,350
| New | +$211K | 0.04% | 412 |
|
|
2022
Q3 | – | Sell |
-5,500
| Closed | -$125K | – | 507 |
|
|
2022
Q2 | $125K | Hold |
5,500
| – | – | 0.03% | 486 |
|
|
2022
Q1 | $148K | Sell |
5,500
-1,000
| -15% | -$26.9K | 0.03% | 473 |
|
|
2021
Q4 | $104K | Sell |
6,500
-550
| -8% | -$8.8K | 0.02% | 646 |
|
|
2021
Q3 | $117K | Buy |
7,050
+550
| +8% | +$9.13K | 0.02% | 596 |
|
|
2021
Q2 | $136K | Sell |
6,500
-400
| -6% | -$8.37K | 0.02% | 537 |
|
|
2021
Q1 | $145K | Hold |
6,900
| – | – | 0.03% | 463 |
|
|
2020
Q4 | $116K | Hold |
6,900
| – | – | 0.03% | 458 |
|
|
2020
Q3 | $60K | Sell |
6,900
-300
| -4% | -$2.61K | 0.02% | 496 |
|
|
2020
Q2 | $73K | Hold |
7,200
| – | – | 0.03% | 426 |
|
|
2020
Q1 | $61K | Sell |
7,200
-1,000
| -12% | -$8.47K | 0.03% | 410 |
|
|
2019
Q4 | $169K | Sell |
8,200
-2,450
| -23% | -$50.5K | 0.06% | 246 |
|
|
2019
Q3 | $216K | Sell |
10,650
-800
| -7% | -$16.2K | 0.1% | 193 |
|
|
2019
Q2 | $287K | Buy |
+11,450
| New | +$287K | 0.12% | 141 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1237 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 995 |
|
|
2017
Q1 | – | Sell |
-75
| Closed | -$1K | – | 818 |
|
|
2016
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 722 |
|