Cerity Partners’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 | $9.95M | Buy |
64,555
+10,093
| +19% | +$1.56M | 0.02% | 543 |
|
|
2025
Q1 | $8.42M | Sell |
54,462
-10,990
| -17% | -$1.7M | 0.02% | 546 |
|
|
2024
Q4 | $9.08M | Sell |
65,452
-2,277
| -3% | -$316K | 0.02% | 512 |
|
|
2024
Q3 | $9.39M | Buy |
67,729
+16,409
| +32% | +$2.28M | 0.02% | 500 |
|
|
2024
Q2 | $5.99M | Sell |
51,320
-16,761
| -25% | -$1.96M | 0.02% | 558 |
|
|
2024
Q1 | $8.09M | Buy |
68,081
+61,300
| +904% | +$7.29M | 0.02% | 514 |
|
|
2023
Q4 | $786K | Buy |
6,781
+4,481
| +195% | +$519K | ﹤0.01% | 1067 |
|
|
2023
Q3 | $244K | Sell |
2,300
-4,634
| -67% | -$491K | ﹤0.01% | 1214 |
|
|
2023
Q2 | $807K | Sell |
6,934
-627
| -8% | -$72.9K | ﹤0.01% | 990 |
|
|
2023
Q1 | $850K | Buy |
7,561
+2,701
| +56% | +$303K | ﹤0.01% | 1051 |
|
|
2022
Q4 | $545K | Sell |
4,860
-1,725
| -26% | -$193K | ﹤0.01% | 904 |
|
|
2022
Q3 | $671K | Buy |
6,585
+43
| +0.7% | +$4.38K | 0.01% | 610 |
|
|
2022
Q2 | $733K | Buy |
6,542
+2,878
| +79% | +$322K | 0.01% | 627 |
|
|
2022
Q1 | $438K | Buy |
3,664
+582
| +19% | +$69.6K | 0.01% | 618 |
|
|
2021
Q4 | $326K | Buy |
+3,082
| New | +$326K | 0.01% | 741 |
|