Steward Partners Investment Advisory’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Buy |
19,841
+15,050
| +314% | +$2.1M | 0.01% | 712 |
|
|
2025
Q4 | $550K | Hold |
4,791
| – | – | ﹤0.01% | 1371 |
|
|
2025
Q3 | $390K | Sell |
4,791
-6
| -0.1% | -$486 | ﹤0.01% | 1510 |
|
|
2025
Q2 | $414K | Sell |
4,797
-587
| -11% | -$40.2K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $280K | Buy |
5,384
+4,778
| +788% | +$271K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $33.4K | Sell |
606
-18
| -3% | -$1.06K | ﹤0.01% | 2545 |
|
|
2024
Q3 | $41.8K | Buy |
624
+46
| +8% | +$2.86K | ﹤0.01% | 2326 |
|
|
2024
Q2 | $32K | Buy |
578
+128
| +28% | +$7.17K | ﹤0.01% | 2312 |
|
|
2024
Q1 | $23K | Buy |
450
+250
| +125% | +$11.3K | ﹤0.01% | 2464 |
|
|
2023
Q4 | $9.09K | Hold |
200
| – | – | ﹤0.01% | 2745 |
|
|
2023
Q3 | $8.23K | Hold |
200
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q2 | $8.85K | Hold |
200
| – | – | ﹤0.01% | 2612 |
|
|
2023
Q1 | $7.89K | Sell |
200
-300
| -60% | -$11.3K | ﹤0.01% | 2632 |
|
|
2022
Q4 | $14.9K | Hold |
500
| – | – | ﹤0.01% | 2382 |
|
|
2022
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 2404 |
|
|
2022
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 2476 |
|
|
2022
Q1 | $13K | Buy |
500
+300
| +150% | +$6.95K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2930 |
|
|
2021
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2906 |
|
|
2021
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 6670 |
|
|
2021
Q1 | $4.21K | Hold |
200
| – | – | ﹤0.01% | 3051 |
|
|
2020
Q4 | $3K | Sell |
200
-138
| -41% | -$1.75K | ﹤0.01% | 2612 |
|
|
2020
Q3 | $3K | Hold |
338
| – | – | ﹤0.01% | 2474 |
|
|
2020
Q2 | $3K | Hold |
338
| – | – | ﹤0.01% | 2368 |
|
|
2020
Q1 | $2K | Sell |
338
-75
| -18% | -$1.2K | ﹤0.01% | 2261 |
|
|
2019
Q4 | $8K | Buy |
413
+200
| +94% | +$4.33K | ﹤0.01% | 2080 |
|
|
2019
Q3 | $4K | Hold |
213
| – | – | ﹤0.01% | 2282 |
|
|
2019
Q2 | $5K | Buy |
+213
| New | +$5.19K | ﹤0.01% | 2203 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$2K | – | 861 |
|
|
2018
Q3 | $2K | Sell |
64
-74
| -54% | -$1.99K | ﹤0.01% | 2340 |
|
|
2018
Q2 | $3K | Buy |
+138
| New | +$3.73K | ﹤0.01% | 2105 |
|
Other funds holding ATI
VCM
VPM
