AssetMark Inc’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
107,202
+23,326
| +28% | +$3.59M | 0.04% | 314 |
|
|
2025
Q1 | $13M | Buy |
83,876
+9,083
| +12% | +$1.4M | 0.04% | 318 |
|
|
2024
Q4 | $10.4M | Buy |
74,793
+18,161
| +32% | +$2.53M | 0.03% | 350 |
|
|
2024
Q3 | $7.86M | Buy |
56,632
+5,126
| +10% | +$711K | 0.02% | 374 |
|
|
2024
Q2 | $6.01M | Buy |
51,506
+50,534
| +5,199% | +$5.89M | 0.02% | 398 |
|
|
2024
Q1 | $116K | Sell |
972
-29
| -3% | -$3.45K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $116K | Buy |
1,001
+20
| +2% | +$2.32K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $104K | Buy |
981
+20
| +2% | +$2.12K | ﹤0.01% | 973 |
|
|
2023
Q2 | $112K | Sell |
961
-8
| -0.8% | -$931 | ﹤0.01% | 927 |
|
|
2023
Q1 | $109K | Buy |
969
+5
| +0.5% | +$562 | ﹤0.01% | 905 |
|
|
2022
Q4 | $108K | Sell |
964
-10
| -1% | -$1.12K | ﹤0.01% | 902 |
|
|
2022
Q3 | $99K | Buy |
974
+534
| +121% | +$54.3K | ﹤0.01% | 845 |
|
|
2022
Q2 | $49K | Hold |
440
| – | – | ﹤0.01% | 914 |
|
|
2022
Q1 | $53K | Hold |
440
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $46K | Buy |
440
+322
| +273% | +$33.7K | ﹤0.01% | 926 |
|
|
2021
Q3 | $10K | Hold |
118
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q2 | $11K | Hold |
118
| – | – | ﹤0.01% | 971 |
|
|
2021
Q1 | $12K | Hold |
118
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $11K | Sell |
118
-190
| -62% | -$17.7K | ﹤0.01% | 905 |
|
|
2020
Q3 | $29K | Sell |
308
-47
| -13% | -$4.43K | ﹤0.01% | 765 |
|
|
2020
Q2 | $35K | Sell |
355
-7,626
| -96% | -$752K | ﹤0.01% | 710 |
|
|
2020
Q1 | $792K | Buy |
7,981
+7,558
| +1,787% | +$750K | 0.01% | 345 |
|
|
2019
Q4 | $47K | Sell |
423
-24
| -5% | -$2.67K | ﹤0.01% | 761 |
|
|
2019
Q3 | $51K | Sell |
447
-18
| -4% | -$2.05K | ﹤0.01% | 705 |
|
|
2019
Q2 | $49K | Sell |
465
-4
| -0.9% | -$422 | ﹤0.01% | 701 |
|
|
2019
Q1 | $48K | Buy |
469
+17
| +4% | +$1.74K | ﹤0.01% | 706 |
|
|
2018
Q4 | $42K | Sell |
452
-52
| -10% | -$4.83K | ﹤0.01% | 724 |
|
|
2018
Q3 | $47K | Sell |
504
-1
| -0.2% | -$93 | ﹤0.01% | 749 |
|
|
2018
Q2 | $46K | Sell |
505
-36
| -7% | -$3.28K | ﹤0.01% | 737 |
|
|
2018
Q1 | $46K | Buy |
541
+88
| +19% | +$7.48K | ﹤0.01% | 750 |
|
|
2017
Q4 | $39K | Buy |
453
+28
| +7% | +$2.41K | ﹤0.01% | 845 |
|
|
2017
Q3 | $36K | Sell |
425
-11
| -3% | -$932 | ﹤0.01% | 774 |
|
|
2017
Q2 | $36K | Buy |
436
+11
| +3% | +$908 | ﹤0.01% | 754 |
|
|
2017
Q1 | $34K | Buy |
425
+92
| +28% | +$7.36K | ﹤0.01% | 738 |
|
|
2016
Q4 | $25K | Sell |
333
-125
| -27% | -$9.38K | ﹤0.01% | 800 |
|
|
2016
Q3 | $34K | Hold |
458
| – | – | ﹤0.01% | 719 |
|
|
2016
Q2 | $37K | Sell |
458
-425
| -48% | -$34.3K | ﹤0.01% | 674 |
|
|
2016
Q1 | $66K | Sell |
883
-2
| -0.2% | -$149 | ﹤0.01% | 512 |
|
|
2015
Q4 | $56K | Buy |
885
+817
| +1,201% | +$51.7K | ﹤0.01% | 594 |
|
|
2015
Q3 | $4K | Sell |
68
-15,868
| -100% | -$933K | ﹤0.01% | 579 |
|
|
2015
Q2 | $817K | Sell |
15,936
-1,065
| -6% | -$54.6K | 0.02% | 319 |
|
|
2015
Q1 | $940K | Buy |
17,001
+934
| +6% | +$51.6K | 0.02% | 287 |
|
|
2014
Q4 | $896K | Buy |
16,067
+484
| +3% | +$27K | 0.02% | 302 |
|
|
2014
Q3 | $743K | Buy |
15,583
+30
| +0.2% | +$1.43K | 0.02% | 336 |
|
|
2014
Q2 | $831K | Buy |
15,553
+13,081
| +529% | +$699K | 0.02% | 328 |
|
|
2014
Q1 | $117K | Sell |
2,472
-227
| -8% | -$10.7K | ﹤0.01% | 355 |
|
|
2013
Q4 | $123K | Sell |
2,699
-4,230
| -61% | -$193K | ﹤0.01% | 359 |
|
|
2013
Q3 | $295K | Buy |
+6,929
| New | +$295K | 0.01% | 337 |
|