Calton & Associates’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,991
| Closed | -$232K | – | 112 |
|
|
2023
Q2 | $232K | Sell |
1,991
-609
| -23% | -$70.9K | 0.11% | 178 |
|
|
2023
Q1 | $292K | Sell |
2,600
-64
| -2% | -$7.19K | 0.14% | 153 |
|
|
2022
Q4 | $299K | Sell |
2,664
-8
| -0.3% | -$896 | 0.12% | 196 |
|
|
2022
Q3 | $272K | Buy |
2,672
+47
| +2% | +$4.78K | 0.16% | 151 |
|
|
2022
Q2 | $294K | Sell |
2,625
-88
| -3% | -$9.86K | 0.16% | 157 |
|
|
2022
Q1 | $324K | Buy |
2,713
+5
| +0.2% | +$597 | 0.1% | 232 |
|
|
2021
Q4 | $283K | Buy |
2,708
+24
| +0.9% | +$2.51K | 0.08% | 272 |
|
|
2021
Q3 | $236K | Sell |
2,684
-70
| -3% | -$6.16K | 0.05% | 341 |
|
|
2021
Q2 | $265K | Sell |
2,754
-31
| -1% | -$2.98K | 0.05% | 314 |
|
|
2021
Q1 | $275K | Buy |
+2,785
| New | +$275K | 0.05% | 302 |
|
|
2018
Q1 | – | Sell |
-64
| Closed | -$5K | – | 401 |
|
|
2017
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 1227 |
|