Butensky & Cohen Financial Security’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 | – | Sell |
-38,260
| Closed | -$5.91M | – | 95 |
|
|
2025
Q1 | $5.91M | Sell |
38,260
-1,326
| -3% | -$205K | 1.81% | 6 |
|
|
2024
Q4 | $5.51M | Sell |
39,586
-1,527
| -4% | -$213K | 1.73% | 10 |
|
|
2024
Q3 | $5.7M | Sell |
41,113
-813
| -2% | -$113K | 1.69% | 7 |
|
|
2024
Q2 | $4.89M | Buy |
41,926
+757
| +2% | +$88.3K | 1.56% | 17 |
|
|
2024
Q1 | $4.89M | Buy |
41,169
+792
| +2% | +$94.1K | 1.52% | 22 |
|
|
2023
Q4 | $4.68M | Buy |
40,377
+493
| +1% | +$57.1K | 1.56% | 19 |
|
|
2023
Q3 | $4.22M | Buy |
39,884
+982
| +3% | +$104K | 1.53% | 23 |
|
|
2023
Q2 | $4.53M | Sell |
38,902
-1,679
| -4% | -$195K | 1.63% | 11 |
|
|
2023
Q1 | $4.56M | Sell |
40,581
-459
| -1% | -$51.6K | 1.64% | 13 |
|
|
2022
Q4 | $4.6M | Sell |
41,040
-17
| -0% | -$1.91K | 1.7% | 12 |
|
|
2022
Q3 | $4.18M | Buy |
41,057
+1,071
| +3% | +$109K | 1.74% | 7 |
|
|
2022
Q2 | $4.48M | Sell |
39,986
-2,105
| -5% | -$236K | 1.83% | 2 |
|
|
2022
Q1 | $5.03M | Sell |
42,091
-2,422
| -5% | -$289K | 1.77% | 3 |
|
|
2021
Q4 | $4.66M | Buy |
44,513
+38,296
| +616% | +$4.01M | 1.66% | 7 |
|
|
2021
Q3 | $548K | Buy |
+6,217
| New | +$548K | 0.22% | 86 |
|