Capital Advisors Ltd’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 | $2K | Hold |
10
| – | – | ﹤0.01% | 1037 |
|
|
2025
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q3 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 1142 |
|
|
2024
Q2 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 1119 |
|
|
2024
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1119 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$4K | – | 1277 |
|
|
2023
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 865 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$2K | – | 1201 |
|
|
2022
Q4 | $2K | Sell |
15
-3
| -17% | -$400 | ﹤0.01% | 823 |
|
|
2022
Q3 | $2K | Buy |
18
+15
| +500% | +$1.67K | ﹤0.01% | 805 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 809 |
|