Steward Partners Investment Advisory’s Atrion Corp ATRI Stock Holding History

Steward Partners Investment Advisory’s Portfolio ATRI Stock Details ATRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-299	Closed	-$135K	–	3878
2024 Q2	$135K	Hold	299	–	–	﹤0.01%	1639
2024 Q1	$139K	Sell	299 -54	-15%	-$20.3K	﹤0.01%	1601
2023 Q4	$134K	Buy	353 +198	+128%	+$68.5K	﹤0.01%	1545
2023 Q3	$64K	Sell	155 -101	-39%	-$50.7K	﹤0.01%	1788
2023 Q2	$145K	Buy	256 +7	+3%	+$4.09K	﹤0.01%	1412
2023 Q1	$156K	Buy	249 +101	+68%	+$64.4K	﹤0.01%	1390
2022 Q4	$82.8K	Buy	148 +101	+215%	+$61K	﹤0.01%	1619
2022 Q3	$27K	Hold	47	–	–	﹤0.01%	2082
2022 Q2	$30K	Hold	47	–	–	﹤0.01%	2044
2022 Q1	$34K	Buy	+47	New	+$32.1K	﹤0.01%	2116

Other funds holding ATRI

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's ATRI Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Atrion Corp (ATRI) in Q3 2024, closing a stake of 299 shares — an estimated $135K sold.

Steward Partners Investment Advisory first reported a position in ATRI in Q1 2022 and held it in 10 quarters. The position peaked at $156K in Q1 2023. 1 fund tracked by Wall St. Rank holds ATRI as of Q3 2024.

Steward Partners Investment Advisory reported no remaining Atrion Corp position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 299 Atrion Corp shares in Q3 2024, an estimated $135K.
Steward Partners Investment Advisory first reported a position in Atrion Corp in Q1 2022 and held it in 10 quarters.
Steward Partners Investment Advisory's Atrion Corp position peaked at $156K in Q1 2023.
1 fund tracked by Wall St. Rank held Atrion Corp as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.