ADMI
Albert D. Mason Inc’s Atmos Energy ATO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
8,485
-1,568
| -16% | -$242K | 0.95% | 42 |
|
2025
Q1 | $1.55M | Buy |
10,053
+188
| +2% | +$29.1K | 1.06% | 32 |
|
2024
Q4 | $1.37M | Buy |
9,865
+77
| +0.8% | +$10.7K | 0.92% | 45 |
|
2024
Q3 | $1.36M | Sell |
9,788
-68
| -0.7% | -$9.43K | 0.87% | 48 |
|
2024
Q2 | $1.15M | Buy |
9,856
+31
| +0.3% | +$3.62K | 0.78% | 57 |
|
2024
Q1 | $1.17M | Buy |
9,825
+72
| +0.7% | +$8.56K | 0.72% | 62 |
|
2023
Q4 | $1.13M | Sell |
9,753
-13
| -0.1% | -$1.51K | 0.75% | 60 |
|
2023
Q3 | $1.04M | Sell |
9,766
-140
| -1% | -$14.8K | 0.75% | 59 |
|
2023
Q2 | $1.15M | Hold |
9,906
| – | – | 0.79% | 51 |
|
2023
Q1 | $1.11M | Sell |
9,906
-38
| -0.4% | -$4.27K | 0.77% | 49 |
|
2022
Q4 | $1.11M | Buy |
9,944
+19
| +0.2% | +$2.13K | 0.8% | 52 |
|
2022
Q3 | $1.01M | Sell |
9,925
-14
| -0.1% | -$1.43K | 0.81% | 55 |
|
2022
Q2 | $1.11M | Buy |
9,939
+19
| +0.2% | +$2.13K | 0.83% | 50 |
|
2022
Q1 | $1.19M | Sell |
9,920
-8
| -0.1% | -$956 | 0.76% | 57 |
|
2021
Q4 | $1.04M | Buy |
9,928
+14
| +0.1% | +$1.47K | 0.62% | 71 |
|
2021
Q3 | $874K | Sell |
9,914
-9
| -0.1% | -$793 | 0.56% | 80 |
|
2021
Q2 | $954K | Sell |
9,923
-109
| -1% | -$10.5K | 0.59% | 77 |
|
2021
Q1 | $992K | Sell |
10,032
-80
| -0.8% | -$7.91K | 0.65% | 66 |
|
2020
Q4 | $965K | Buy |
10,112
+27
| +0.3% | +$2.58K | 0.67% | 64 |
|
2020
Q3 | $964K | Buy |
10,085
+125
| +1% | +$11.9K | 0.79% | 56 |
|
2020
Q2 | $992K | Sell |
9,960
-5
| -0.1% | -$498 | 0.84% | 51 |
|
2020
Q1 | $989K | Buy |
9,965
+30
| +0.3% | +$2.98K | 1% | 41 |
|
2019
Q4 | $1.11M | Buy |
9,935
+15
| +0.2% | +$1.68K | 0.78% | 57 |
|
2019
Q3 | $1.13M | Buy |
9,920
+70
| +0.7% | +$7.97K | 0.85% | 53 |
|
2019
Q2 | $1.04M | Sell |
9,850
-35
| -0.4% | -$3.7K | 0.78% | 57 |
|
2019
Q1 | $1.02M | Buy |
9,885
+30
| +0.3% | +$3.09K | 0.74% | 65 |
|
2018
Q4 | $914K | Sell |
9,855
-160
| -2% | -$14.8K | 0.74% | 62 |
|
2018
Q3 | $941K | Sell |
10,015
-145
| -1% | -$13.6K | 0.64% | 75 |
|
2018
Q2 | $916K | Buy |
+10,160
| New | +$916K | 0.66% | 72 |
|