Advisor Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.11M | Buy |
9,907
+1,503
| +18% | +$169K | 0.08% | 268 |
|
|
2022
Q1 | $1M | Buy |
8,404
+3,046
| +57% | +$364K | 0.06% | 301 |
|
|
2021
Q4 | $562K | Buy |
+5,358
| New | +$562K | 0.03% | 485 |
|
|
2021
Q3 | – | Sell |
-2,239
| Closed | -$215K | – | 809 |
|
|
2021
Q2 | $215K | Sell |
2,239
-45
| -2% | -$4.32K | 0.01% | 770 |
|
|
2021
Q1 | $226K | Sell |
2,284
-317
| -12% | -$31.4K | 0.02% | 727 |
|
|
2020
Q4 | $248K | Sell |
2,601
-345
| -12% | -$32.9K | 0.02% | 638 |
|
|
2020
Q3 | $282K | Sell |
2,946
-3,375
| -53% | -$323K | 0.02% | 545 |
|
|
2020
Q2 | $629K | Buy |
6,321
+1,887
| +43% | +$188K | 0.06% | 306 |
|
|
2020
Q1 | $439K | Buy |
4,434
+79
| +2% | +$7.82K | 0.05% | 331 |
|
|
2019
Q4 | $495K | Sell |
4,355
-795
| -15% | -$90.4K | 0.05% | 344 |
|
|
2019
Q3 | $587K | Buy |
5,150
+1,795
| +54% | +$205K | 0.07% | 294 |
|
|
2019
Q2 | $354K | Buy |
3,355
+156
| +5% | +$16.5K | 0.04% | 405 |
|
|
2019
Q1 | $329K | Buy |
3,199
+128
| +4% | +$13.2K | 0.04% | 407 |
|
|
2018
Q4 | $285K | Sell |
3,071
-118
| -4% | -$11K | 0.05% | 416 |
|
|
2018
Q3 | $299K | Buy |
3,189
+315
| +11% | +$29.5K | 0.04% | 453 |
|
|
2018
Q2 | $259K | Buy |
2,874
+220
| +8% | +$19.8K | 0.04% | 459 |
|
|
2018
Q1 | $224K | Sell |
2,654
-378
| -12% | -$31.9K | 0.04% | 487 |
|
|
2017
Q4 | $245K | Buy |
3,032
+149
| +5% | +$12K | 0.04% | 465 |
|
|
2017
Q3 | $242K | Buy |
2,883
+34
| +1% | +$2.85K | 0.05% | 407 |
|
|
2017
Q2 | $236K | Buy |
2,849
+72
| +3% | +$5.96K | 0.06% | 399 |
|
|
2017
Q1 | $219K | Buy |
2,777
+28
| +1% | +$2.21K | 0.06% | 397 |
|
|
2016
Q4 | $204K | Buy |
2,749
+61
| +2% | +$4.53K | 0.06% | 392 |
|
|
2016
Q3 | $200K | Buy |
2,688
+69
| +3% | +$5.13K | 0.07% | 365 |
|
|
2016
Q2 | $213K | Buy |
+2,619
| New | +$213K | 0.07% | 338 |
|