Bath Savings Trust’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 | $861K | Sell |
5,590
-22
| -0.4% | -$3.39K | 0.09% | 102 |
|
2025
Q1 | $868K | Buy |
5,612
+12
| +0.2% | +$1.86K | 0.09% | 97 |
|
2024
Q4 | $780K | Buy |
5,600
+70
| +1% | +$9.75K | 0.08% | 106 |
|
2024
Q3 | $767K | Sell |
5,530
-219
| -4% | -$30.4K | 0.08% | 107 |
|
2024
Q2 | $671K | Sell |
5,749
-140
| -2% | -$16.3K | 0.07% | 111 |
|
2024
Q1 | $700K | Buy |
5,889
+29
| +0.5% | +$3.45K | 0.07% | 108 |
|
2023
Q4 | $679K | Sell |
5,860
-260
| -4% | -$30.1K | 0.08% | 109 |
|
2023
Q3 | $648K | Sell |
6,120
-225
| -4% | -$23.8K | 0.08% | 108 |
|
2023
Q2 | $738K | Buy |
6,345
+145
| +2% | +$16.9K | 0.09% | 104 |
|
2023
Q1 | $697K | Buy |
6,200
+215
| +4% | +$24.2K | 0.09% | 108 |
|
2022
Q4 | $671K | Buy |
5,985
+525
| +10% | +$58.9K | 0.09% | 104 |
|
2022
Q3 | $556K | Buy |
5,460
+35
| +0.6% | +$3.56K | 0.08% | 107 |
|
2022
Q2 | $609K | Hold |
5,425
| – | – | 0.08% | 107 |
|
2022
Q1 | $648K | Buy |
5,425
+25
| +0.5% | +$2.99K | 0.07% | 111 |
|
2021
Q4 | $566K | Buy |
5,400
+250
| +5% | +$26.2K | 0.06% | 116 |
|
2021
Q3 | $454K | Buy |
5,150
+565
| +12% | +$49.8K | 0.05% | 125 |
|
2021
Q2 | $440K | Sell |
4,585
-485
| -10% | -$46.5K | 0.05% | 124 |
|
2021
Q1 | $502K | Buy |
5,070
+1,770
| +54% | +$175K | 0.06% | 115 |
|
2020
Q4 | $314K | Sell |
3,300
-140
| -4% | -$13.3K | 0.04% | 126 |
|
2020
Q3 | $329K | Hold |
3,440
| – | – | 0.05% | 104 |
|
2020
Q2 | $343K | Hold |
3,440
| – | – | 0.06% | 103 |
|
2020
Q1 | $341K | Sell |
3,440
-200
| -5% | -$19.8K | 0.07% | 95 |
|
2019
Q4 | $407K | Sell |
3,640
-520
| -13% | -$58.1K | 0.07% | 95 |
|
2019
Q3 | $474K | Hold |
4,160
| – | – | 0.09% | 90 |
|
2019
Q2 | $439K | Sell |
4,160
-200
| -5% | -$21.1K | 0.09% | 89 |
|
2019
Q1 | $449K | Hold |
4,360
| – | – | 0.09% | 88 |
|
2018
Q4 | $405K | Sell |
4,360
-254
| -6% | -$23.6K | 0.1% | 87 |
|
2018
Q3 | $433K | Buy |
4,614
+314
| +7% | +$29.5K | 0.09% | 95 |
|
2018
Q2 | $388K | Sell |
4,300
-100
| -2% | -$9.02K | 0.09% | 102 |
|
2018
Q1 | $371K | Sell |
4,400
-650
| -13% | -$54.8K | 0.09% | 102 |
|
2017
Q4 | $434K | Sell |
5,050
-300
| -6% | -$25.8K | 0.11% | 95 |
|
2017
Q3 | $449K | Hold |
5,350
| – | – | 0.12% | 94 |
|
2017
Q2 | $444K | Sell |
5,350
-500
| -9% | -$41.5K | 0.12% | 93 |
|
2017
Q1 | $462K | Sell |
5,850
-400
| -6% | -$31.6K | 0.13% | 91 |
|
2016
Q4 | $463K | Sell |
6,250
-500
| -7% | -$37K | 0.14% | 90 |
|
2016
Q3 | $503K | Sell |
6,750
-255
| -4% | -$19K | 0.16% | 91 |
|
2016
Q2 | $570K | Buy |
+7,005
| New | +$570K | 0.18% | 81 |
|