BEI
Benjamin Edwards Inc’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2M | Buy |
351,951
+5,974
| +2% | +$921K | 0.69% | 38 |
|
|
2025
Q1 | $53.5M | Buy |
345,977
+51,854
| +18% | +$8.02M | 0.75% | 32 |
|
|
2024
Q4 | $41M | Buy |
294,123
+2,551
| +0.9% | +$355K | 0.59% | 43 |
|
|
2024
Q3 | $40.4M | Buy |
291,572
+278,961
| +2,212% | +$38.7M | 0.59% | 42 |
|
|
2024
Q2 | $1.47M | Buy |
12,611
+1,765
| +16% | +$206K | 0.28% | 94 |
|
|
2024
Q1 | $1.29M | Buy |
10,846
+830
| +8% | +$98.6K | 0.26% | 104 |
|
|
2023
Q4 | $1.16M | Buy |
10,016
+173
| +2% | +$20.1K | 0.25% | 114 |
|
|
2023
Q3 | $1.04M | Buy |
9,843
+28
| +0.3% | +$2.97K | 0.25% | 121 |
|
|
2023
Q2 | $1.14M | Buy |
9,815
+194
| +2% | +$22.6K | 0.27% | 112 |
|
|
2023
Q1 | $1.08M | Buy |
9,621
+297
| +3% | +$33.4K | 0.26% | 110 |
|
|
2022
Q4 | $1.05M | Buy |
9,324
+326
| +4% | +$36.5K | 0.27% | 105 |
|
|
2022
Q3 | $916K | Buy |
8,998
+366
| +4% | +$37.3K | 0.28% | 109 |
|
|
2022
Q2 | $968K | Buy |
8,632
+1,227
| +17% | +$138K | 0.28% | 105 |
|
|
2022
Q1 | $885K | Buy |
7,405
+1,901
| +35% | +$227K | 0.26% | 118 |
|
|
2021
Q4 | $577K | Buy |
+5,504
| New | +$577K | 0.19% | 136 |
|
|
2020
Q2 | – | Sell |
-189
| Closed | -$19K | – | 369 |
|
|
2020
Q1 | $19K | Buy |
+189
| New | +$19K | 0.02% | 244 |
|