Beacon Pointe Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
2,682
-283
| -10% | -$43.6K | ﹤0.01% | 928 |
|
|
2025
Q1 | $458K | Buy |
2,965
+268
| +10% | +$41.4K | 0.01% | 860 |
|
|
2024
Q4 | $376K | Sell |
2,697
-77
| -3% | -$10.7K | ﹤0.01% | 917 |
|
|
2024
Q3 | $385K | Sell |
2,774
-2,453
| -47% | -$340K | ﹤0.01% | 933 |
|
|
2024
Q2 | $610K | Sell |
5,227
-442
| -8% | -$51.6K | 0.01% | 800 |
|
|
2024
Q1 | $674K | Buy |
5,669
+483
| +9% | +$57.4K | 0.01% | 797 |
|
|
2023
Q4 | $601K | Buy |
5,186
+1
| +0% | +$116 | 0.01% | 827 |
|
|
2023
Q3 | $549K | Sell |
5,185
-451
| -8% | -$47.8K | 0.01% | 831 |
|
|
2023
Q2 | $656K | Buy |
5,636
+795
| +16% | +$92.5K | 0.01% | 630 |
|
|
2023
Q1 | $544K | Buy |
4,841
+312
| +7% | +$35.1K | 0.01% | 740 |
|
|
2022
Q4 | $508K | Buy |
4,529
+62
| +1% | +$6.95K | 0.01% | 678 |
|
|
2022
Q3 | $455K | Buy |
4,467
+549
| +14% | +$55.9K | 0.01% | 670 |
|
|
2022
Q2 | $438K | Sell |
3,918
-16,033
| -80% | -$1.79M | 0.01% | 690 |
|
|
2022
Q1 | $2.38M | Buy |
19,951
+17,175
| +619% | +$2.05M | 0.03% | 411 |
|
|
2021
Q4 | $291K | Sell |
2,776
-192
| -6% | -$20.1K | 0.01% | 739 |
|
|
2021
Q3 | $262K | Sell |
2,968
-169
| -5% | -$14.9K | 0.01% | 754 |
|
|
2021
Q2 | $301K | Buy |
+3,137
| New | +$301K | 0.01% | 654 |
|