Benjamin F. Edwards & Company’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $31.8M | Buy |
272,471
+20,851
| +8% | +$2.43M | 0.56% | 50 |
|
|
2024
Q1 | $29.9M | Buy |
251,620
+14,098
| +6% | +$1.68M | 0.54% | 50 |
|
|
2023
Q4 | $27.5M | Buy |
237,522
+228,236
| +2,458% | +$26.5M | 0.55% | 49 |
|
|
2023
Q3 | $984K | Buy |
9,286
+485
| +6% | +$51.4K | 0.04% | 378 |
|
|
2023
Q2 | $1.02M | Buy |
8,801
+1,357
| +18% | +$158K | 0.04% | 366 |
|
|
2023
Q1 | $836K | Buy |
7,444
+1,121
| +18% | +$126K | 0.04% | 371 |
|
|
2022
Q4 | $709K | Buy |
6,323
+642
| +11% | +$72K | 0.03% | 389 |
|
|
2022
Q3 | $579K | Buy |
5,681
+2,627
| +86% | +$268K | 0.03% | 405 |
|
|
2022
Q2 | $342K | Buy |
3,054
+1,037
| +51% | +$116K | 0.02% | 523 |
|
|
2022
Q1 | $241K | Buy |
2,017
+304
| +18% | +$36.3K | 0.01% | 629 |
|
|
2021
Q4 | $179K | Buy |
1,713
+1,250
| +270% | +$131K | 0.01% | 718 |
|
|
2021
Q3 | $41K | Hold |
463
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q2 | $45K | Hold |
463
| – | – | ﹤0.01% | 1048 |
|
|
2021
Q1 | $46K | Sell |
463
-42
| -8% | -$4.17K | ﹤0.01% | 1029 |
|
|
2020
Q4 | $48K | Hold |
505
| – | – | ﹤0.01% | 977 |
|
|
2020
Q3 | $48K | Hold |
505
| – | – | ﹤0.01% | 903 |
|
|
2020
Q2 | $50K | Buy |
505
+3
| +0.6% | +$297 | ﹤0.01% | 890 |
|
|
2020
Q1 | $50K | Sell |
502
-101
| -17% | -$10.1K | ﹤0.01% | 847 |
|
|
2019
Q4 | $67K | Sell |
603
-315
| -34% | -$35K | ﹤0.01% | 900 |
|
|
2019
Q3 | $105K | Buy |
918
+1
| +0.1% | +$114 | 0.01% | 721 |
|
|
2019
Q2 | $97K | Buy |
917
+18
| +2% | +$1.9K | 0.01% | 714 |
|
|
2019
Q1 | $93K | Sell |
899
-135
| -13% | -$14K | 0.01% | 709 |
|
|
2018
Q4 | $96K | Buy |
1,034
+548
| +113% | +$50.9K | 0.01% | 676 |
|
|
2018
Q3 | $46K | Hold |
486
| – | – | ﹤0.01% | 889 |
|
|
2018
Q2 | $44K | Hold |
486
| – | – | ﹤0.01% | 880 |
|
|
2018
Q1 | $41K | Hold |
486
| – | – | ﹤0.01% | 889 |
|
|
2017
Q4 | $42K | Buy |
486
+186
| +62% | +$16.1K | ﹤0.01% | 840 |
|
|
2017
Q3 | $25K | Hold |
300
| – | – | ﹤0.01% | 905 |
|
|
2017
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 847 |
|
|
2017
Q1 | $24K | Buy |
300
+285
| +1,900% | +$22.8K | ﹤0.01% | 814 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1193 |
|