Capital Analysts LLC’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
$11K Hold
70
﹤0.01% 1121
2025
Q1
$11K Hold
70
﹤0.01% 1104
2024
Q4
$10K Hold
70
﹤0.01% 1051
2024
Q3
$10K Hold
70
﹤0.01% 1021
2024
Q2
$8K Hold
70
﹤0.01% 978
2024
Q1
$8K Hold
70
﹤0.01% 940
2023
Q4
$8K Hold
70
﹤0.01% 916
2023
Q3
$7K Hold
70
﹤0.01% 923
2023
Q2
$8K Hold
70
﹤0.01% 837
2023
Q1
$8K Hold
70
﹤0.01% 820
2022
Q4
$8K Hold
70
﹤0.01% 875
2022
Q3
$7K Hold
70
﹤0.01% 846
2022
Q2
$8K Hold
70
﹤0.01% 818
2022
Q1
$8K Hold
70
﹤0.01% 767
2021
Q4
$7K Hold
70
﹤0.01% 844
2021
Q3
$6K Sell
70
-15
-18% -$1.29K ﹤0.01% 835
2021
Q2
$8K Hold
85
﹤0.01% 771
2021
Q1
$8K Hold
85
﹤0.01% 813
2020
Q4
$8K Buy
85
+15
+21% +$1.41K ﹤0.01% 583
2020
Q3
$7K Hold
70
﹤0.01% 615
2020
Q2
$7K Hold
70
﹤0.01% 577
2020
Q1
$7K Hold
70
﹤0.01% 546
2019
Q4
$8K Hold
70
﹤0.01% 568
2019
Q3
$7K Hold
70
﹤0.01% 577
2019
Q2
$7K Hold
70
﹤0.01% 557
2019
Q1
$7K Buy
+70
New +$7K ﹤0.01% 535