Steward Partners Investment Advisory’s Atrion Corp ATRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$25K | ﹤0.01% | 1601 |
|
|
2023
Q4 | $134K | Buy |
353
+198
| +128% | +$75K | ﹤0.01% | 1545 |
|
|
2023
Q3 | $64K | Sell |
155
-101
| -39% | -$41.7K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $145K | Buy |
256
+7
| +3% | +$3.96K | ﹤0.01% | 1412 |
|
|
2023
Q1 | $156K | Buy |
249
+101
| +68% | +$63.4K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $82.8K | Buy |
148
+101
| +215% | +$56.5K | ﹤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 | +$34K | ﹤0.01% | 2116 |
|