Carroll Financial Associates’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $133K | Sell |
1,285
-9
| -0.7% | -$932 | 0.01% | 465 |
|
|
2021
Q3 | $114K | Buy |
1,294
+11
| +0.9% | +$969 | 0.01% | 507 |
|
|
2021
Q2 | $123K | Sell |
1,283
-56
| -4% | -$5.37K | 0.01% | 527 |
|
|
2021
Q1 | $132K | Buy |
1,339
+41
| +3% | +$4.04K | 0.01% | 500 |
|
|
2020
Q4 | $123K | Sell |
1,298
-1
| -0.1% | -$95 | 0.01% | 472 |
|
|
2020
Q3 | $124K | Hold |
1,299
| – | – | 0.01% | 435 |
|
|
2020
Q2 | $129K | Hold |
1,299
| – | – | 0.01% | 416 |
|
|
2020
Q1 | $128K | Hold |
1,299
| – | – | 0.01% | 374 |
|
|
2019
Q4 | $145K | Hold |
1,299
| – | – | 0.01% | 427 |
|
|
2019
Q3 | $148K | Hold |
1,299
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $137K | Hold |
1,299
| – | – | 0.01% | 434 |
|
|
2019
Q1 | $133K | Buy |
1,299
+1
| +0.1% | +$102 | 0.01% | 388 |
|
|
2018
Q4 | $118K | Hold |
1,298
| – | – | 0.01% | 344 |
|
|
2018
Q3 | $121K | Buy |
1,298
+3
| +0.2% | +$280 | 0.01% | 351 |
|
|
2018
Q2 | $116K | Buy |
1,295
+3
| +0.2% | +$269 | 0.01% | 347 |
|
|
2018
Q1 | $108K | Buy |
1,292
+4
| +0.3% | +$334 | 0.01% | 366 |
|
|
2017
Q4 | $110K | Buy |
1,288
+3
| +0.2% | +$256 | 0.01% | 354 |
|
|
2017
Q3 | $108K | Buy |
1,285
+3
| +0.2% | +$252 | 0.01% | 359 |
|
|
2017
Q2 | $106K | Buy |
1,282
+4
| +0.3% | +$331 | 0.01% | 359 |
|
|
2017
Q1 | $101K | Sell |
1,278
-104
| -8% | -$8.22K | 0.01% | 352 |
|
|
2016
Q4 | $102K | Buy |
1,382
+4
| +0.3% | +$295 | 0.01% | 337 |
|
|
2016
Q3 | $102K | Buy |
1,378
+704
| +104% | +$52.1K | 0.02% | 336 |
|
|
2016
Q2 | $54K | Hold |
674
| – | – | 0.01% | 429 |
|
|
2016
Q1 | $50K | Sell |
674
-150
| -18% | -$11.1K | 0.01% | 427 |
|
|
2015
Q4 | $51K | Hold |
824
| – | – | 0.01% | 398 |
|
|
2015
Q3 | $49K | Hold |
824
| – | – | 0.01% | 394 |
|
|
2015
Q2 | $42K | Buy |
+824
| New | +$42K | 0.01% | 412 |
|
|
2014
Q4 | – | Sell |
-174
| Closed | -$9K | – | 733 |
|
|
2014
Q3 | $9K | Hold |
174
| – | – | ﹤0.01% | 569 |
|
|
2014
Q2 | $9K | Hold |
174
| – | – | ﹤0.01% | 610 |
|
|
2014
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 562 |
|
|
2013
Q4 | $7K | Hold |
174
| – | – | ﹤0.01% | 560 |
|
|
2013
Q3 | $7K | Hold |
174
| – | – | ﹤0.01% | 575 |
|
|
2013
Q2 | $7K | Buy |
+174
| New | +$7K | ﹤0.01% | 455 |
|