CAPTRUST Financial 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 | $3.29M | Sell |
21,373
-4,643
| -18% | -$716K | 0.01% | 755 |
|
|
2025
Q1 | $4.02M | Buy |
26,016
+3,564
| +16% | +$551K | 0.01% | 644 |
|
|
2024
Q4 | $3.13M | Sell |
22,452
-1,181
| -5% | -$164K | 0.01% | 694 |
|
|
2024
Q3 | $3.28M | Sell |
23,633
-5,086
| -18% | -$705K | 0.01% | 663 |
|
|
2024
Q2 | $3.35M | Buy |
28,719
+3,174
| +12% | +$370K | 0.01% | 622 |
|
|
2024
Q1 | $3.04M | Sell |
25,545
-19,473
| -43% | -$2.31M | 0.01% | 650 |
|
|
2023
Q4 | $5.22M | Buy |
45,018
+5,061
| +13% | +$587K | 0.02% | 544 |
|
|
2023
Q3 | $4.23M | Buy |
39,957
+3,224
| +9% | +$342K | 0.02% | 574 |
|
|
2023
Q2 | $4.27M | Buy |
36,733
+281
| +0.8% | +$32.7K | 0.02% | 560 |
|
|
2023
Q1 | $4.1M | Buy |
36,452
+565
| +2% | +$63.5K | 0.02% | 517 |
|
|
2022
Q4 | $4.02M | Buy |
35,887
+1,587
| +5% | +$178K | 0.02% | 493 |
|
|
2022
Q3 | $3.49M | Sell |
34,300
-2,454
| -7% | -$250K | 0.02% | 506 |
|
|
2022
Q2 | $4.12M | Buy |
36,754
+6,585
| +22% | +$738K | 0.03% | 411 |
|
|
2022
Q1 | $3.61M | Buy |
30,169
+18,268
| +153% | +$2.18M | 0.02% | 446 |
|
|
2021
Q4 | $1.25M | Buy |
11,901
+265
| +2% | +$27.8K | 0.01% | 721 |
|
|
2021
Q3 | $1.03M | Buy |
11,636
+43
| +0.4% | +$3.79K | 0.01% | 737 |
|
|
2021
Q2 | $1.11M | Buy |
11,593
+83
| +0.7% | +$7.98K | 0.01% | 680 |
|
|
2021
Q1 | $1.14M | Buy |
11,510
+1,237
| +12% | +$122K | 0.01% | 651 |
|
|
2020
Q4 | $980K | Buy |
10,273
+921
| +10% | +$87.9K | 0.01% | 617 |
|
|
2020
Q3 | $893K | Sell |
9,352
-821
| -8% | -$78.4K | 0.01% | 541 |
|
|
2020
Q2 | $1.02M | Sell |
10,173
-125
| -1% | -$12.6K | 0.02% | 494 |
|
|
2020
Q1 | $975K | Sell |
10,298
-101
| -1% | -$9.56K | 0.02% | 419 |
|
|
2019
Q4 | $1.15M | Buy |
10,399
+9,573
| +1,159% | +$1.06M | 0.02% | 481 |
|
|
2019
Q3 | $94K | Hold |
826
| – | – | ﹤0.01% | 797 |
|
|
2019
Q2 | $87K | Buy |
826
+471
| +133% | +$49.6K | ﹤0.01% | 797 |
|
|
2019
Q1 | $37K | Buy |
355
+100
| +39% | +$10.4K | ﹤0.01% | 989 |
|
|
2018
Q4 | $24K | Hold |
255
| – | – | ﹤0.01% | 964 |
|
|
2018
Q3 | $24K | Hold |
255
| – | – | ﹤0.01% | 942 |
|
|
2018
Q2 | $23K | Hold |
255
| – | – | ﹤0.01% | 905 |
|
|
2018
Q1 | $21K | Hold |
255
| – | – | ﹤0.01% | 812 |
|
|
2017
Q4 | $22K | Buy |
+255
| New | +$22K | ﹤0.01% | 757 |
|