BLB&B Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $335K | Sell |
1,815
-811
| -31% | -$143K | 0.01% | 221 |
|
|
2025
Q4 | $440K | Buy |
2,626
+6
| +0.2% | +$1.04K | 0.02% | 197 |
|
|
2025
Q3 | $447K | Sell |
2,620
-51
| -2% | -$8.23K | 0.02% | 183 |
|
|
2025
Q2 | $412K | Hold |
2,671
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $413K | Hold |
2,671
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $372K | Sell |
2,671
-240
| -8% | -$34.1K | 0.02% | 198 |
|
|
2024
Q3 | $404K | Buy |
2,911
+621
| +27% | +$79.8K | 0.02% | 196 |
|
|
2024
Q2 | $267K | Hold |
2,290
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $272K | Sell |
2,290
-440
| -16% | -$50.5K | 0.02% | 236 |
|
|
2023
Q4 | $316K | Buy |
2,730
+17
| +0.6% | +$1.9K | 0.02% | 204 |
|
|
2023
Q3 | $287K | Buy |
2,713
+223
| +9% | +$26K | 0.02% | 197 |
|
|
2023
Q2 | $290K | Hold |
2,490
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $280K | Sell |
2,490
-10
| -0.4% | -$1.14K | 0.02% | 204 |
|
|
2022
Q4 | $280K | Hold |
2,500
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $255K | Hold |
2,500
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $280K | Sell |
2,500
-10
| -0.4% | -$1.15K | 0.02% | 205 |
|
|
2022
Q1 | $300K | Sell |
2,510
-630
| -20% | -$68.8K | 0.02% | 210 |
|
|
2021
Q4 | $329K | Sell |
3,140
-30
| -0.9% | -$2.84K | 0.02% | 210 |
|
|
2021
Q3 | $280K | Hold |
3,170
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $305K | Sell |
3,170
-30
| -0.9% | -$3.01K | 0.02% | 211 |
|
|
2021
Q1 | $316K | Sell |
3,200
-500
| -14% | -$45.5K | 0.02% | 204 |
|
|
2020
Q4 | $353K | Hold |
3,700
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $354K | Hold |
3,700
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $368K | Sell |
3,700
-200
| -5% | -$20.2K | 0.04% | 184 |
|
|
2020
Q1 | $387K | Sell |
3,900
-50
| -1% | -$5.5K | 0.05% | 176 |
|
|
2019
Q4 | $442K | Hold |
3,950
| – | – | 0.05% | 186 |
|
|
2019
Q3 | $450K | Sell |
3,950
-15
| -0.4% | -$1.64K | 0.05% | 189 |
|
|
2019
Q2 | $419K | Hold |
3,965
| – | – | 0.05% | 191 |
|
|
2019
Q1 | $408K | Hold |
3,965
| – | – | 0.05% | 193 |
|
|
2018
Q4 | $368K | Hold |
3,965
| – | – | 0.05% | 196 |
|
|
2018
Q3 | $372K | Hold |
3,965
| – | – | 0.05% | 213 |
|
|
2018
Q2 | $357K | Hold |
3,965
| – | – | 0.05% | 215 |
|
|
2018
Q1 | $334K | Hold |
3,965
| – | – | 0.04% | 227 |
|
|
2017
Q4 | $341K | Sell |
3,965
-35
| -0.9% | -$3.08K | 0.05% | 223 |
|
|
2017
Q3 | $335K | Hold |
4,000
| – | – | 0.05% | 213 |
|
|
2017
Q2 | $332K | Buy |
4,000
+250
| +7% | +$20.5K | 0.06% | 207 |
|
|
2017
Q1 | $296K | Hold |
3,750
| – | – | 0.05% | 219 |
|
|
2016
Q4 | $278K | Hold |
3,750
| – | – | 0.05% | 230 |
|
|
2016
Q3 | $279K | Sell |
3,750
-104
| -3% | -$8K | 0.05% | 230 |
|
|
2016
Q2 | $313K | Buy |
3,854
+104
| +3% | +$7.71K | 0.06% | 213 |
|
|
2016
Q1 | $278K | Sell |
3,750
-500
| -12% | -$34.3K | 0.06% | 215 |
|
|
2015
Q4 | $268K | Hold |
4,250
| – | – | 0.06% | 217 |
|
|
2015
Q3 | $247K | Hold |
4,250
| – | – | 0.05% | 238 |
|
|
2015
Q2 | $218K | Hold |
4,250
| – | – | 0.05% | 252 |
|
|
2015
Q1 | $235K | Hold |
4,250
| – | – | 0.05% | 240 |
|
|
2014
Q4 | $237K | Hold |
4,250
| – | – | 0.05% | 246 |
|
|
2014
Q3 | $203K | Hold |
4,250
| – | – | 0.04% | 264 |
|
|
2014
Q2 | $227K | Buy |
+4,250
| New | +$215K | 0.05% | 254 |
|
Other funds holding ATO
VCM
VPM
