Apollon 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Buy |
6,912
+822
| +13% | +$127K | 0.02% | 535 |
|
2025
Q1 | $941K | Buy |
6,090
+442
| +8% | +$68.3K | 0.02% | 527 |
|
2024
Q4 | $787K | Buy |
5,648
+211
| +4% | +$29.4K | 0.02% | 593 |
|
2024
Q3 | $754K | Sell |
5,437
-251
| -4% | -$34.8K | 0.02% | 573 |
|
2024
Q2 | $664K | Buy |
5,688
+435
| +8% | +$50.7K | 0.02% | 587 |
|
2024
Q1 | $624K | Sell |
5,253
-1,662
| -24% | -$198K | 0.02% | 615 |
|
2023
Q4 | $801K | Sell |
6,915
-520
| -7% | -$60.3K | 0.03% | 527 |
|
2023
Q3 | $788K | Buy |
7,435
+172
| +2% | +$18.2K | 0.04% | 427 |
|
2023
Q2 | $845K | Buy |
+7,263
| New | +$845K | 0.04% | 441 |
|
2020
Q4 | – | Sell |
-9,225
| Closed | -$882K | – | 206 |
|
2020
Q3 | $882K | Buy |
+9,225
| New | +$882K | 0.4% | 63 |
|