Burney Company’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
$239K Hold
1,550
0.01% 532
2025
Q1
$240K Sell
1,550
-190
-11% -$29.4K 0.01% 533
2024
Q4
$242K Hold
1,740
0.01% 548
2024
Q3
$241K Hold
1,740
0.01% 558
2024
Q2
$203K Hold
1,740
0.01% 580
2024
Q1
$207K Hold
1,740
0.01% 579
2023
Q4
$202K Buy
+1,740
New +$202K 0.01% 566
2023
Q3
Sell
-1,740
Closed -$202K 565
2023
Q2
$202K Buy
+1,740
New +$202K 0.01% 557
2022
Q2
Sell
-1,940
Closed -$232K 546
2022
Q1
$232K Hold
1,940
0.01% 538
2021
Q4
$203K Buy
+1,940
New +$203K 0.01% 570
2017
Q1
Sell
-3,080
Closed -$228K 390
2016
Q4
$228K Hold
3,080
0.02% 353
2016
Q3
$234K Hold
3,080
0.02% 347
2016
Q2
$250K Hold
3,080
0.02% 332
2016
Q1
$229K Sell
3,080
-268
-8% -$19.9K 0.02% 359
2015
Q4
$215K Buy
+3,348
New +$215K 0.02% 354