Allworth Financial’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
1,331
+38
| +3% | +$5.86K | ﹤0.01% | 1157 |
|
|
2025
Q1 | $206K | Sell |
1,293
-25
| -2% | -$3.99K | ﹤0.01% | 933 |
|
|
2024
Q4 | $187K | Buy |
1,318
+326
| +33% | +$46.2K | ﹤0.01% | 971 |
|
|
2024
Q3 | $138K | Buy |
992
+334
| +51% | +$46.4K | ﹤0.01% | 941 |
|
|
2024
Q2 | $80.9K | Buy |
658
+15
| +2% | +$1.84K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $76.5K | Buy |
643
+15
| +2% | +$1.78K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $72.7K | Buy |
628
+4
| +0.6% | +$463 | ﹤0.01% | 1054 |
|
|
2023
Q3 | $66.1K | Buy |
624
+50
| +9% | +$5.3K | ﹤0.01% | 1028 |
|
|
2023
Q2 | $66.7K | Buy |
574
+10
| +2% | +$1.16K | ﹤0.01% | 1034 |
|
|
2023
Q1 | $63.4K | Buy |
564
+18
| +3% | +$2.02K | ﹤0.01% | 995 |
|
|
2022
Q4 | $61.2K | Buy |
546
+398
| +269% | +$44.6K | ﹤0.01% | 945 |
|
|
2022
Q3 | $15K | Buy |
148
+22
| +17% | +$2.23K | ﹤0.01% | 1404 |
|
|
2022
Q2 | $14K | Buy |
126
+122
| +3,050% | +$13.6K | ﹤0.01% | 1386 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2104 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$6K | – | 614 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2015
Q2 | $5K | Sell |
100
-83
| -45% | -$4.15K | ﹤0.01% | 431 |
|
|
2015
Q1 | $10K | Buy |
+183
| New | +$10K | ﹤0.01% | 393 |
|