Aptus Capital Advisors’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 | $485K | Buy |
3,144
+29
| +0.9% | +$4.47K | ﹤0.01% | 671 |
|
|
2025
Q1 | $481K | Sell |
3,115
-160
| -5% | -$24.7K | 0.01% | 643 |
|
|
2024
Q4 | $456K | Buy |
3,275
+260
| +9% | +$36.2K | ﹤0.01% | 650 |
|
|
2024
Q3 | $418K | Sell |
3,015
-26
| -0.9% | -$3.61K | 0.01% | 586 |
|
|
2024
Q2 | $355K | Buy |
3,041
+224
| +8% | +$26.1K | 0.01% | 574 |
|
|
2024
Q1 | $335K | Buy |
+2,817
| New | +$335K | 0.01% | 600 |
|
|
2023
Q1 | – | Sell |
-2,668
| Closed | -$299K | – | 796 |
|
|
2022
Q4 | $299K | Sell |
2,668
-73
| -3% | -$8.18K | 0.01% | 411 |
|
|
2022
Q3 | $279K | Buy |
+2,741
| New | +$279K | 0.01% | 388 |
|