Caprock Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $449K | Buy |
2,904
+181
| +7% | +$28K | 0.01% | 762 |
|
|
2024
Q4 | $379K | Sell |
2,723
-229
| -8% | -$31.9K | 0.01% | 714 |
|
|
2024
Q3 | $409K | Sell |
2,952
-140
| -5% | -$19.4K | 0.01% | 629 |
|
|
2024
Q2 | $361K | Sell |
3,092
-151
| -5% | -$17.6K | 0.01% | 630 |
|
|
2024
Q1 | $385K | Buy |
3,243
+596
| +23% | +$70.8K | 0.02% | 486 |
|
|
2023
Q4 | $307K | Buy |
+2,647
| New | +$307K | 0.02% | 529 |
|
|
2023
Q3 | – | Sell |
-2,518
| Closed | -$293K | – | 660 |
|
|
2023
Q2 | $293K | Buy |
2,518
+636
| +34% | +$74K | 0.02% | 506 |
|
|
2023
Q1 | $211K | Sell |
1,882
-64
| -3% | -$7.19K | 0.02% | 585 |
|
|
2022
Q4 | $218K | Sell |
1,946
-58
| -3% | -$6.5K | 0.02% | 481 |
|
|
2022
Q3 | $204K | Buy |
+2,004
| New | +$204K | 0.02% | 513 |
|