Cambridge Investment Research Advisors’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 | $4.41M | Sell |
28,633
-1,228
| -4% | -$189K | 0.01% | 924 |
|
|
2025
Q1 | $4.62M | Buy |
29,861
+1,157
| +4% | +$179K | 0.02% | 844 |
|
|
2024
Q4 | $4M | Buy |
28,704
+3,901
| +16% | +$543K | 0.01% | 926 |
|
|
2024
Q3 | $3.44M | Sell |
24,803
-4,227
| -15% | -$586K | 0.01% | 1008 |
|
|
2024
Q2 | $3.39M | Buy |
29,030
+2,146
| +8% | +$250K | 0.01% | 965 |
|
|
2024
Q1 | $3.2M | Buy |
26,884
+2,188
| +9% | +$260K | 0.01% | 996 |
|
|
2023
Q4 | $2.86M | Buy |
24,696
+7,141
| +41% | +$828K | 0.01% | 995 |
|
|
2023
Q3 | $1.86M | Buy |
17,555
+812
| +5% | +$86K | 0.01% | 1186 |
|
|
2023
Q2 | $1.95M | Buy |
16,743
+6,276
| +60% | +$730K | 0.01% | 1189 |
|
|
2023
Q1 | $1.18M | Sell |
10,467
-981
| -9% | -$110K | 0.01% | 1471 |
|
|
2022
Q4 | $1.28M | Buy |
11,448
+412
| +4% | +$46.2K | 0.01% | 1349 |
|
|
2022
Q3 | $1.12M | Buy |
11,036
+991
| +10% | +$101K | 0.01% | 1392 |
|
|
2022
Q2 | $1.13M | Buy |
10,045
+590
| +6% | +$66.1K | 0.01% | 1397 |
|
|
2022
Q1 | $1.13M | Sell |
9,455
-435
| -4% | -$52K | 0.01% | 1487 |
|
|
2021
Q4 | $1.04M | Sell |
9,890
-4,584
| -32% | -$480K | ﹤0.01% | 1556 |
|
|
2021
Q3 | $1.28M | Sell |
14,474
-655
| -4% | -$57.8K | 0.01% | 1358 |
|
|
2021
Q2 | $1.45M | Sell |
15,129
-132
| -0.9% | -$12.7K | 0.01% | 1293 |
|
|
2021
Q1 | $1.51M | Sell |
15,261
-666
| -4% | -$65.9K | 0.01% | 1171 |
|
|
2020
Q4 | $1.52M | Buy |
15,927
+2,667
| +20% | +$255K | 0.01% | 1072 |
|
|
2020
Q3 | $1.27M | Buy |
13,260
+1,199
| +10% | +$115K | 0.01% | 1050 |
|
|
2020
Q2 | $1.2M | Sell |
12,061
-414
| -3% | -$41.2K | 0.01% | 1016 |
|
|
2020
Q1 | $1.24M | Buy |
12,475
+436
| +4% | +$43.3K | 0.01% | 872 |
|
|
2019
Q4 | $1.35M | Buy |
12,039
+290
| +2% | +$32.4K | 0.01% | 992 |
|
|
2019
Q3 | $1.34M | Sell |
11,749
-391
| -3% | -$44.5K | 0.01% | 923 |
|
|
2019
Q2 | $1.28M | Sell |
12,140
-219
| -2% | -$23.1K | 0.01% | 914 |
|
|
2019
Q1 | $1.27M | Sell |
12,359
-567
| -4% | -$58.4K | 0.01% | 914 |
|
|
2018
Q4 | $1.2M | Sell |
12,926
-655
| -5% | -$60.7K | 0.01% | 846 |
|
|
2018
Q3 | $1.28M | Buy |
13,581
+1,607
| +13% | +$151K | 0.01% | 897 |
|
|
2018
Q2 | $1.08M | Buy |
11,974
+828
| +7% | +$74.6K | 0.01% | 930 |
|
|
2018
Q1 | $939K | Sell |
11,146
-3,941
| -26% | -$332K | 0.01% | 968 |
|
|
2017
Q4 | $1.3M | Buy |
15,087
+1,281
| +9% | +$110K | 0.02% | 784 |
|
|
2017
Q3 | $1.16M | Sell |
13,806
-194
| -1% | -$16.3K | 0.02% | 779 |
|
|
2017
Q2 | $1.16M | Buy |
+14,000
| New | +$1.16M | 0.02% | 735 |
|
|
2016
Q4 | – | Sell |
-12,185
| Closed | -$907K | – | 1700 |
|
|
2016
Q3 | $907K | Buy |
+12,185
| New | +$907K | 0.02% | 729 |
|
|
2016
Q2 | – | Sell |
-13,543
| Closed | -$1.01M | – | 1586 |
|
|
2016
Q1 | $1.01M | Sell |
13,543
-1,234
| -8% | -$91.7K | 0.02% | 572 |
|
|
2015
Q4 | $932K | Buy |
+14,777
| New | +$932K | 0.02% | 579 |
|
|
2015
Q3 | – | Sell |
-15,313
| Closed | -$785K | – | 1467 |
|
|
2015
Q2 | $785K | Buy |
15,313
+368
| +2% | +$18.9K | 0.02% | 601 |
|
|
2015
Q1 | $826K | Buy |
14,945
+184
| +1% | +$10.2K | 0.02% | 576 |
|
|
2014
Q4 | $823K | Buy |
14,761
+305
| +2% | +$17K | 0.03% | 558 |
|
|
2014
Q3 | $690K | Buy |
14,456
+2,017
| +16% | +$96.3K | 0.02% | 656 |
|
|
2014
Q2 | $664K | Sell |
12,439
-170
| -1% | -$9.08K | 0.02% | 609 |
|
|
2014
Q1 | $594K | Buy |
12,609
+829
| +7% | +$39.1K | 0.02% | 636 |
|
|
2013
Q4 | $535K | Buy |
11,780
+1,849
| +19% | +$84K | 0.02% | 631 |
|
|
2013
Q3 | $423K | Buy |
9,931
+1,303
| +15% | +$55.5K | 0.02% | 696 |
|
|
2013
Q2 | $354K | Buy |
+8,628
| New | +$354K | 0.02% | 689 |
|