Bartlett & Co’s Atmos Energy ATO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$445K	Sell	3,836 -220	-5%	-$25.5K	0.01%	363
2023 Q3	$430K	Buy	4,056 +56	+1%	+$5.94K	0.01%	356
2023 Q2	$465K	Buy	+4,000	New	+$465K	0.01%	352
2021 Q4	–	Sell	-500	Closed	-$44K	–	435
2021 Q3	$44K	Hold	500	–	–	﹤0.01%	526
2021 Q2	$48K	Hold	500	–	–	﹤0.01%	515
2021 Q1	$49K	Sell	500 -264	-35%	-$25.9K	﹤0.01%	541
2020 Q4	$73K	Buy	764 +264	+53%	+$25.2K	﹤0.01%	471
2020 Q3	$48K	Hold	500	–	–	﹤0.01%	505
2020 Q2	$50K	Sell	500 -145	-22%	-$14.5K	﹤0.01%	496
2020 Q1	$64K	Buy	+645	New	+$64K	﹤0.01%	420
2019 Q3	$68K	Hold	600	–	–	﹤0.01%	460
2019 Q2	$63K	Hold	600	–	–	﹤0.01%	397
2019 Q1	$62K	Hold	600	–	–	﹤0.01%	388
2018 Q4	$56K	Hold	600	–	–	﹤0.01%	398
2018 Q3	$56K	Hold	600	–	–	﹤0.01%	419
2018 Q2	$54K	Hold	600	–	–	﹤0.01%	412
2018 Q1	$51K	Hold	600	–	–	﹤0.01%	423
2017 Q4	$52K	Sell	600 -100	-14%	-$8.67K	﹤0.01%	428
2017 Q3	$59K	Hold	700	–	–	﹤0.01%	413
2017 Q2	$58K	Hold	700	–	–	﹤0.01%	417
2017 Q1	$55K	Sell	700 -300	-30%	-$23.6K	﹤0.01%	421
2016 Q4	$74K	Hold	1,000	–	–	﹤0.01%	361
2016 Q3	$74K	Hold	1,000	–	–	﹤0.01%	353
2016 Q2	$81K	Hold	1,000	–	–	﹤0.01%	343
2016 Q1	$74K	Hold	1,000	–	–	﹤0.01%	352
2015 Q4	$63K	Hold	1,000	–	–	﹤0.01%	392
2015 Q3	$58K	Hold	1,000	–	–	﹤0.01%	392
2015 Q2	$51K	Hold	1,000	–	–	﹤0.01%	429
2015 Q1	$55K	Hold	1,000	–	–	﹤0.01%	419
2014 Q4	$56K	Hold	1,000	–	–	﹤0.01%	413
2014 Q3	$48K	Hold	1,000	–	–	﹤0.01%	435
2014 Q2	$53K	Hold	1,000	–	–	﹤0.01%	432
2014 Q1	$47K	Hold	1,000	–	–	﹤0.01%	438
2013 Q4	$45K	Hold	1,000	–	–	﹤0.01%	418
2013 Q3	$43K	Hold	1,000	–	–	﹤0.01%	422
2013 Q2	$41K	Buy	+1,000	New	+$41K	﹤0.01%	418