SFA
Sequoia Financial Advisors’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
4,322
+144
| +3% | +$12.4K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $217K | Sell |
4,178
-817
| -16% | -$42.5K | ﹤0.01% | 1213 |
|
|
2024
Q4 | $275K | Sell |
4,995
-388
| -7% | -$21.4K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $360K | Buy |
5,383
+172
| +3% | +$11.5K | ﹤0.01% | 889 |
|
|
2024
Q2 | $289K | Sell |
5,211
-17
| -0.3% | -$943 | ﹤0.01% | 904 |
|
|
2024
Q1 | $268K | Buy |
5,228
+8
| +0.2% | +$409 | ﹤0.01% | 911 |
|
|
2023
Q4 | $237K | Sell |
5,220
-428
| -8% | -$19.5K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $232K | Buy |
5,648
+645
| +13% | +$26.5K | ﹤0.01% | 790 |
|
|
2023
Q2 | $221K | Buy |
+5,003
| New | +$221K | ﹤0.01% | 821 |
|
|
2020
Q1 | – | Sell |
-172,590
| Closed | -$3.57M | – | 369 |
|
|
2019
Q4 | $3.57M | Buy |
172,590
+1,535
| +0.9% | +$31.7K | 0.23% | 65 |
|
|
2019
Q3 | $3.46M | Sell |
171,055
-9,192
| -5% | -$186K | 0.25% | 60 |
|
|
2019
Q2 | $4.54M | Buy |
180,247
+4,932
| +3% | +$124K | 0.34% | 48 |
|
|
2019
Q1 | $4.48M | Buy |
175,315
+2,799
| +2% | +$71.6K | 0.37% | 43 |
|
|
2018
Q4 | $3.76M | Buy |
172,516
+83,678
| +94% | +$1.82M | 0.43% | 47 |
|
|
2018
Q3 | $2.63M | Buy |
+88,838
| New | +$2.63M | 0.26% | 66 |
|
|
2017
Q1 | – | Sell |
-165,323
| Closed | -$2.63M | – | 289 |
|
|
2016
Q4 | $2.63M | Buy |
165,323
+92,397
| +127% | +$1.47M | 0.38% | 54 |
|
|
2016
Q3 | $1.32M | Buy |
+72,926
| New | +$1.32M | 0.25% | 67 |
|