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