Cary Street Partners Investment Advisory’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 | $294K | Buy |
1,905
+34
| +2% | +$5.24K | 0.14% | 162 |
|
|
2025
Q1 | $289K | Buy |
1,871
+68
| +4% | +$10.5K | 0.17% | 151 |
|
|
2024
Q4 | $251K | Sell |
1,803
-261
| -13% | -$36.4K | 0.16% | 140 |
|
|
2024
Q3 | $286K | Sell |
2,064
-178
| -8% | -$24.7K | 0.01% | 636 |
|
|
2024
Q2 | $262K | Buy |
2,242
+226
| +11% | +$26.4K | 0.01% | 638 |
|
|
2024
Q1 | $240K | Buy |
2,016
+1
| +0% | +$119 | 0.01% | 613 |
|
|
2023
Q4 | $233K | Buy |
2,015
+1,440
| +250% | +$167K | 0.01% | 580 |
|
|
2023
Q3 | $60.9K | Buy |
575
+60
| +12% | +$6.36K | ﹤0.01% | 815 |
|
|
2023
Q2 | $59.9K | Buy |
515
+80
| +18% | +$9.31K | ﹤0.01% | 774 |
|
|
2023
Q1 | $48.9K | Sell |
435
-90
| -17% | -$10.1K | ﹤0.01% | 748 |
|
|
2022
Q4 | $58.8K | Buy |
+525
| New | +$58.8K | ﹤0.01% | 700 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$10K | – | 383 |
|
|
2020
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 758 |
|