Advisory Research’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-173,341
| Closed | -$19.4M | – | 283 |
|
2019
Q4 | $19.4M | Sell |
173,341
-2,282
| -1% | -$255K | 0.89% | 50 |
|
2019
Q3 | $20M | Sell |
175,623
-5,992
| -3% | -$682K | 0.96% | 41 |
|
2019
Q2 | $19.2M | Sell |
181,615
-767
| -0.4% | -$81K | 0.38% | 73 |
|
2019
Q1 | $18.8M | Buy |
182,382
+6,148
| +3% | +$633K | 0.36% | 75 |
|
2018
Q4 | $16.3M | Buy |
176,234
+160,513
| +1,021% | +$14.9M | 0.35% | 80 |
|
2018
Q3 | $1.48M | Buy |
15,721
+204
| +1% | +$19.2K | 0.02% | 227 |
|
2018
Q2 | $1.4M | Buy |
15,517
+1,705
| +12% | +$154K | 0.02% | 238 |
|
2018
Q1 | $1.16M | Buy |
+13,812
| New | +$1.16M | 0.02% | 259 |
|