Brinker Capital Investments’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
12,560
+3,951
| +46% | +$609K | 0.02% | 802 |
|
|
2025
Q1 | $1.33M | Buy |
8,609
+3,729
| +76% | +$576K | 0.01% | 921 |
|
|
2024
Q4 | $680K | Buy |
4,880
+728
| +18% | +$101K | 0.01% | 1233 |
|
|
2024
Q3 | $576K | Buy |
4,152
+137
| +3% | +$19K | 0.01% | 1286 |
|
|
2024
Q2 | $468K | Sell |
4,015
-272
| -6% | -$31.7K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $510K | Buy |
4,287
+1,009
| +31% | +$120K | 0.01% | 1253 |
|
|
2023
Q4 | $390K | Sell |
3,278
-506
| -13% | -$60.1K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $401K | Sell |
3,784
-335
| -8% | -$35.5K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $479K | Buy |
4,119
+620
| +18% | +$72.1K | 0.01% | 1227 |
|
|
2023
Q1 | $393K | Buy |
+3,499
| New | +$393K | ﹤0.01% | 1235 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$4K | – | 334 |
|
|
2019
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 680 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 648 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 722 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 572 |
|