Avantax Advisory Services’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 | $8.91M | Buy |
57,832
+405
| +0.7% | +$62.4K | 0.05% | 297 |
|
|
2025
Q1 | $8.88M | Buy |
57,427
+1,980
| +4% | +$306K | 0.05% | 274 |
|
|
2024
Q4 | $7.72M | Buy |
55,447
+766
| +1% | +$107K | 0.05% | 286 |
|
|
2024
Q3 | $7.58M | Buy |
54,681
+1,475
| +3% | +$205K | 0.05% | 292 |
|
|
2024
Q2 | $6.21M | Buy |
53,206
+3,477
| +7% | +$406K | 0.04% | 315 |
|
|
2024
Q1 | $5.91M | Buy |
49,729
+6
| +0% | +$713 | 0.05% | 269 |
|
|
2023
Q4 | $5.76M | Sell |
49,723
-931
| -2% | -$108K | 0.06% | 250 |
|
|
2023
Q3 | $5.37M | Buy |
50,654
+814
| +2% | +$86.2K | 0.06% | 242 |
|
|
2023
Q2 | $5.8M | Buy |
49,840
+610
| +1% | +$71K | 0.07% | 217 |
|
|
2023
Q1 | $5.53M | Buy |
49,230
+2,626
| +6% | +$295K | 0.07% | 228 |
|
|
2022
Q4 | $5.22M | Buy |
46,604
+4,698
| +11% | +$527K | 0.07% | 217 |
|
|
2022
Q3 | $4.27M | Buy |
41,906
+4,137
| +11% | +$421K | 0.07% | 230 |
|
|
2022
Q2 | $4.23M | Buy |
37,769
+6,045
| +19% | +$678K | 0.06% | 229 |
|
|
2022
Q1 | $3.79M | Buy |
31,724
+24,177
| +320% | +$2.89M | 0.05% | 255 |
|
|
2021
Q4 | $791K | Buy |
7,547
+941
| +14% | +$98.6K | 0.01% | 602 |
|
|
2021
Q3 | $584K | Buy |
+6,606
| New | +$584K | 0.01% | 661 |
|
|
2021
Q1 | – | Sell |
-3,081
| Closed | -$294K | – | 1030 |
|
|
2020
Q4 | $294K | Sell |
3,081
-4,034
| -57% | -$385K | 0.01% | 729 |
|
|
2020
Q3 | $680K | Buy |
7,115
+4,003
| +129% | +$383K | 0.01% | 687 |
|
|
2020
Q2 | $309K | Buy |
3,112
+107
| +4% | +$10.6K | 0.01% | 623 |
|
|
2020
Q1 | $298K | Sell |
3,005
-160
| -5% | -$15.9K | 0.01% | 577 |
|
|
2019
Q4 | $354K | Buy |
+3,165
| New | +$354K | 0.01% | 583 |
|