Arax Advisory Partners’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 | $22K | Sell |
129
-214
| -62% | -$36.6K | ﹤0.01% | 1621 |
|
|
2025
Q1 | $53K | Sell |
343
-271
| -44% | -$41.9K | ﹤0.01% | 928 |
|
|
2024
Q4 | $85.5K | Buy |
614
+105
| +21% | +$14.6K | 0.01% | 729 |
|
|
2024
Q3 | $70.6K | Hold |
509
| – | – | 0.01% | 591 |
|
|
2024
Q2 | $59.4K | Buy |
509
+464
| +1,031% | +$54.1K | 0.01% | 604 |
|
|
2024
Q1 | $5.35K | Buy |
45
+10
| +29% | +$1.19K | ﹤0.01% | 887 |
|
|
2023
Q4 | $4.06K | Hold |
35
| – | – | ﹤0.01% | 922 |
|
|
2023
Q3 | $3.71K | Sell |
35
-24
| -41% | -$2.54K | ﹤0.01% | 933 |
|
|
2023
Q2 | $6.82K | Sell |
59
-8
| -12% | -$924 | ﹤0.01% | 791 |
|
|
2023
Q1 | $7.58K | Hold |
67
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $7.53K | Buy |
67
+58
| +644% | +$6.52K | ﹤0.01% | 694 |
|
|
2022
Q3 | $1K | Sell |
9
-12
| -57% | -$1.33K | ﹤0.01% | 1030 |
|
|
2022
Q2 | $2K | Buy |
21
+14
| +200% | +$1.33K | ﹤0.01% | 926 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 992 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 967 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 875 |
|