AE Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,865
| Closed | -$326K | – | 1196 |
|
|
2023
Q4 | $326K | Buy |
2,865
+123
| +4% | +$14K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $290K | Buy |
2,742
+489
| +22% | +$51.8K | ﹤0.01% | 1623 |
|
|
2023
Q2 | $262K | Buy |
2,253
+298
| +15% | +$34.7K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $220K | Sell |
1,955
-241
| -11% | -$27.1K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $246K | Sell |
2,196
-74
| -3% | -$8.29K | ﹤0.01% | 1582 |
|
|
2022
Q3 | $231K | Sell |
2,270
-1,664
| -42% | -$169K | ﹤0.01% | 1558 |
|
|
2022
Q2 | $441K | Buy |
3,934
+1,310
| +50% | +$147K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $314K | Buy |
2,624
+599
| +30% | +$71.7K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $212K | Buy |
+2,025
| New | +$212K | ﹤0.01% | 1583 |
|
|
2021
Q3 | – | Sell |
-3,453
| Closed | -$332K | – | 1601 |
|
|
2021
Q2 | $332K | Sell |
3,453
-190
| -5% | -$18.3K | ﹤0.01% | 1298 |
|
|
2021
Q1 | $360K | Sell |
3,643
-713
| -16% | -$70.5K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $416K | Buy |
4,356
+1,574
| +57% | +$150K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $266K | Buy |
2,782
+20
| +0.7% | +$1.91K | ﹤0.01% | 1077 |
|
|
2020
Q2 | $275K | Sell |
2,762
-660
| -19% | -$65.7K | ﹤0.01% | 1045 |
|
|
2020
Q1 | $340K | Sell |
3,422
-1,123
| -25% | -$112K | 0.01% | 839 |
|
|
2019
Q4 | $508K | Buy |
4,545
+243
| +6% | +$27.2K | 0.01% | 732 |
|
|
2019
Q3 | $490K | Sell |
4,302
-329
| -7% | -$37.5K | 0.01% | 618 |
|
|
2019
Q2 | $489K | Buy |
4,631
+2,234
| +93% | +$236K | 0.01% | 594 |
|
|
2019
Q1 | $247K | Sell |
2,397
-125
| -5% | -$12.9K | 0.02% | 531 |
|
|
2018
Q4 | $234K | Buy |
+2,522
| New | +$234K | 0.04% | 403 |
|