Anchor Investment Management’s Atmos Energy ATO Stock Holding History

Anchor Investment Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Hold	8,172	–	–	0.11%	169
2025 Q1	$1.26M	Hold	8,172	–	–	0.12%	165
2024 Q4	$1.14M	Hold	8,172	–	–	0.11%	174
2024 Q3	$1.13M	Hold	8,172	–	–	0.11%	183
2024 Q2	$953K	Hold	8,172	–	–	0.1%	183
2024 Q1	$971K	Buy	8,172 +6	+0.1%	+$713	0.1%	183
2023 Q4	$946K	Sell	8,166 -100	-1%	-$11.6K	0.11%	174
2023 Q3	$876K	Hold	8,266	–	–	0.11%	172
2023 Q2	$962K	Hold	8,266	–	–	0.12%	164
2023 Q1	$929K	Hold	8,266	–	–	0.13%	165
2022 Q4	$926K	Hold	8,266	–	–	0.13%	161
2022 Q3	$842K	Sell	8,266 -75	-0.9%	-$7.64K	0.13%	162
2022 Q2	$935K	Hold	8,341	–	–	0.14%	159
2022 Q1	$997K	Hold	8,341	–	–	0.13%	168
2021 Q4	$874K	Buy	8,341 +250	+3%	+$26.2K	0.11%	181
2021 Q3	$714K	Hold	8,091	–	–	0.1%	194
2021 Q2	$778K	Hold	8,091	–	–	0.11%	187
2021 Q1	$800K	Sell	8,091 -950	-11%	-$93.9K	0.12%	172
2020 Q4	$863K	Sell	9,041 -100	-1%	-$9.54K	0.16%	140
2020 Q3	$874K	Sell	9,141 -200	-2%	-$19.1K	0.18%	127
2020 Q2	$930K	Sell	9,341 -130	-1%	-$12.9K	0.21%	120
2020 Q1	$940K	Hold	9,471	–	–	0.24%	110
2019 Q4	$1.06M	Hold	9,471	–	–	0.23%	116
2019 Q3	$1.08M	Sell	9,471 -250	-3%	-$28.5K	0.25%	112
2019 Q2	$1.03M	Sell	9,721 -225	-2%	-$23.8K	0.24%	113
2019 Q1	$1.02M	Sell	9,946 -300	-3%	-$30.9K	0.26%	107
2018 Q4	$950K	Buy	10,246 +100	+1%	+$9.27K	0.27%	103
2018 Q3	$953K	Sell	10,146 -250	-2%	-$23.5K	0.22%	127
2018 Q2	$937K	Sell	10,396 -500	-5%	-$45.1K	0.23%	120
2018 Q1	$918K	Sell	10,896 -100	-0.9%	-$8.42K	0.24%	114
2017 Q4	$944K	Sell	10,996 -100	-0.9%	-$8.59K	0.25%	109
2017 Q3	$930K	Hold	11,096	–	–	0.27%	97
2017 Q2	$920K	Sell	11,096 -650	-6%	-$53.9K	0.31%	85
2017 Q1	$928K	Hold	11,746	–	–	0.32%	82
2016 Q4	$871K	Sell	11,746 -1,100	-9%	-$81.6K	0.33%	82
2016 Q3	$957K	Sell	12,846 -500	-4%	-$37.2K	0.37%	77
2016 Q2	$1.09M	Sell	13,346 -200	-1%	-$16.3K	0.43%	70
2016 Q1	$1.01M	Buy	+13,546	New	+$1.01M	0.41%	73