Avior Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
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|
2025
Q1 | $11.6K | Sell |
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|
2024
Q4 | $930K | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $794K | Buy |
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|
2023
Q2 | $712K | Hold |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $908K | Buy |
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|
2021
Q2 | $855K | Buy |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $95K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $111K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $106K | Hold |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $92K | Hold |
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|
2018
Q3 | $94K | Hold |
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|
2018
Q2 | $90K | Hold |
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|
2018
Q1 | $84K | Hold |
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|
2017
Q4 | $86K | Sell |
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|
2017
Q3 | $84K | Hold |
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|
2017
Q2 | $83K | Hold |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $81K | Hold |
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|
2016
Q1 | $74K | Buy |
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|
2015
Q4 | $63K | Hold |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $51K | Hold |
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|
2015
Q1 | $55K | Hold |
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|
2014
Q4 | $56K | Hold |
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|
2014
Q3 | $48K | Hold |
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|
2014
Q2 | $53K | Hold |
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|
2014
Q1 | $47K | Buy |
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