Boys Arnold & Co’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,300
| Closed | -$923K | – | 16 |
|
|
2020
Q1 | $923K | Sell |
9,300
-256
| -3% | -$25.4K | 0.16% | 117 |
|
|
2019
Q4 | $1.07M | Sell |
9,556
-1,119
| -10% | -$125K | 0.15% | 123 |
|
|
2019
Q3 | $1.22M | Sell |
10,675
-292
| -3% | -$33.3K | 0.18% | 112 |
|
|
2019
Q2 | $1.16M | Hold |
10,967
| – | – | 0.17% | 122 |
|
|
2019
Q1 | $1.13M | Sell |
10,967
-725
| -6% | -$74.6K | 0.17% | 124 |
|
|
2018
Q4 | $1.07M | Sell |
11,692
-2,050
| -15% | -$188K | 0.18% | 125 |
|
|
2018
Q3 | $1.28M | Sell |
13,742
-350
| -2% | -$32.5K | 0.18% | 124 |
|
|
2018
Q2 | $1.27M | Sell |
14,092
-357
| -2% | -$32.2K | 0.19% | 124 |
|
|
2018
Q1 | $1.21M | Hold |
14,449
| – | – | 0.18% | 129 |
|
|
2017
Q4 | $1.24M | Sell |
14,449
-1,099
| -7% | -$94.4K | 0.19% | 125 |
|
|
2017
Q3 | $1.3M | Hold |
15,548
| – | – | 0.21% | 114 |
|
|
2017
Q2 | $1.29M | Sell |
15,548
-2,500
| -14% | -$207K | 0.17% | 118 |
|
|
2017
Q1 | $1.43M | Hold |
18,048
| – | – | 0.22% | 110 |
|
|
2016
Q4 | $1.34M | Buy |
+18,048
| New | +$1.34M | 0.22% | 114 |
|