United Capital Financial Advisors’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 | $260K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $726K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.15M | Buy |
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|
2015
Q1 | $4.63M | Buy |
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|
2014
Q4 | $4.21M | Sell |
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|
2014
Q3 | $4.54M | Buy |
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|
2014
Q2 | $5.22M | Buy |
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|
2014
Q1 | $4.34M | Buy |
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|
2013
Q4 | $4.02M | Sell |
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|
2013
Q3 | $4.18M | Buy |
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|
2013
Q2 | $3.49M | Buy |
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