BCA
Bay Colony Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,370
| Closed | -$819K | – | 472 |
|
|
2025
Q1 | $819K | Sell |
5,370
-221
| -4% | -$33.7K | 0.12% | 167 |
|
|
2024
Q4 | $779K | Sell |
5,591
-75
| -1% | -$10.4K | 0.12% | 180 |
|
|
2024
Q3 | $786K | Sell |
5,666
-70
| -1% | -$9.71K | 0.12% | 172 |
|
|
2024
Q2 | $669K | Buy |
5,736
+1,849
| +48% | +$216K | 0.11% | 179 |
|
|
2024
Q1 | $462K | Buy |
3,887
+918
| +31% | +$109K | 0.08% | 223 |
|
|
2023
Q4 | $344K | Buy |
2,969
+204
| +7% | +$23.6K | 0.07% | 257 |
|
|
2023
Q3 | $293K | Buy |
2,765
+53
| +2% | +$5.61K | 0.07% | 244 |
|
|
2023
Q2 | $315K | Buy |
2,712
+154
| +6% | +$17.9K | 0.08% | 228 |
|
|
2023
Q1 | $286K | Buy |
2,558
+3
| +0.1% | +$336 | 0.08% | 239 |
|
|
2022
Q4 | $286K | Buy |
2,555
+355
| +16% | +$39.8K | 0.08% | 255 |
|
|
2022
Q3 | $224K | Buy |
2,200
+7
| +0.3% | +$713 | 0.07% | 279 |
|
|
2022
Q2 | $266K | Sell |
2,193
-194
| -8% | -$23.5K | 0.07% | 262 |
|
|
2022
Q1 | $285K | Buy |
2,387
+8
| +0.3% | +$955 | 0.07% | 269 |
|
|
2021
Q4 | $249K | Buy |
+2,379
| New | +$249K | 0.07% | 298 |
|