Charles Schwab’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 | $148M | Buy |
960,468
+9,895
| +1% | +$1.52M | 0.03% | 503 |
|
|
2025
Q1 | $147M | Buy |
950,573
+34,878
| +4% | +$5.39M | 0.03% | 480 |
|
|
2024
Q4 | $128M | Buy |
915,695
+29,745
| +3% | +$4.14M | 0.02% | 541 |
|
|
2024
Q3 | $123M | Buy |
885,950
+34,555
| +4% | +$4.79M | 0.02% | 552 |
|
|
2024
Q2 | $99.3M | Buy |
851,395
+16,979
| +2% | +$1.98M | 0.02% | 656 |
|
|
2024
Q1 | $99.2M | Buy |
834,416
+29,274
| +4% | +$3.48M | 0.02% | 611 |
|
|
2023
Q4 | $93.3M | Buy |
805,142
+17,965
| +2% | +$2.08M | 0.02% | 587 |
|
|
2023
Q3 | $83.4M | Sell |
787,177
-348,210
| -31% | -$36.9M | 0.02% | 585 |
|
|
2023
Q2 | $132M | Buy |
1,135,387
+7,448
| +0.7% | +$867K | 0.04% | 415 |
|
|
2023
Q1 | $127M | Buy |
1,127,939
+28,267
| +3% | +$3.18M | 0.04% | 412 |
|
|
2022
Q4 | $123M | Buy |
1,099,672
+33,244
| +3% | +$3.73M | 0.04% | 411 |
|
|
2022
Q3 | $109M | Buy |
1,066,428
+26,100
| +3% | +$2.66M | 0.04% | 414 |
|
|
2022
Q2 | $117M | Buy |
1,040,328
+37,716
| +4% | +$4.23M | 0.04% | 395 |
|
|
2022
Q1 | $120M | Buy |
1,002,612
+50,209
| +5% | +$6M | 0.04% | 445 |
|
|
2021
Q4 | $99.8M | Buy |
952,403
+41,539
| +5% | +$4.35M | 0.03% | 531 |
|
|
2021
Q3 | $80.3M | Buy |
910,864
+26,735
| +3% | +$2.36M | 0.03% | 593 |
|
|
2021
Q2 | $85M | Buy |
884,129
+37,351
| +4% | +$3.59M | 0.03% | 572 |
|
|
2021
Q1 | $83.7M | Buy |
846,778
+33,121
| +4% | +$3.27M | 0.03% | 540 |
|
|
2020
Q4 | $77.6M | Buy |
813,657
+25,769
| +3% | +$2.46M | 0.03% | 532 |
|
|
2020
Q3 | $75.3M | Sell |
787,888
-23,726
| -3% | -$2.27M | 0.03% | 454 |
|
|
2020
Q2 | $80.8M | Buy |
811,614
+25,632
| +3% | +$2.55M | 0.04% | 425 |
|
|
2020
Q1 | $78M | Buy |
785,982
+12,773
| +2% | +$1.27M | 0.05% | 360 |
|
|
2019
Q4 | $86.5M | Buy |
773,209
+20,650
| +3% | +$2.31M | 0.05% | 379 |
|
|
2019
Q3 | $85.7M | Buy |
752,559
+20,609
| +3% | +$2.35M | 0.05% | 349 |
|
|
2019
Q2 | $77.3M | Buy |
731,950
+14,589
| +2% | +$1.54M | 0.05% | 381 |
|
|
2019
Q1 | $73.8M | Buy |
717,361
+222,912
| +45% | +$22.9M | 0.05% | 378 |
|
|
2018
Q4 | $45.8M | Buy |
494,449
+37,712
| +8% | +$3.5M | 0.04% | 490 |
|
|
2018
Q3 | $42.9M | Buy |
456,737
+36,095
| +9% | +$3.39M | 0.03% | 608 |
|
|
2018
Q2 | $37.9M | Buy |
420,642
+26,249
| +7% | +$2.37M | 0.03% | 639 |
|
|
2018
Q1 | $33.2M | Buy |
394,393
+22,615
| +6% | +$1.91M | 0.03% | 682 |
|
|
2017
Q4 | $31.9M | Buy |
371,778
+22,016
| +6% | +$1.89M | 0.03% | 660 |
|
|
2017
Q3 | $29.3M | Buy |
349,762
+21,368
| +7% | +$1.79M | 0.03% | 652 |
|
|
2017
Q2 | $27.2M | Buy |
328,394
+8,180
| +3% | +$679K | 0.03% | 647 |
|
|
2017
Q1 | $25.3M | Buy |
320,214
+25,769
| +9% | +$2.04M | 0.03% | 675 |
|
|
2016
Q4 | $21.8M | Buy |
294,445
+17,308
| +6% | +$1.28M | 0.02% | 705 |
|
|
2016
Q3 | $20.6M | Buy |
277,137
+15,160
| +6% | +$1.13M | 0.02% | 667 |
|
|
2016
Q2 | $21.3M | Buy |
261,977
+12,403
| +5% | +$1.01M | 0.03% | 593 |
|
|
2016
Q1 | $18.5M | Buy |
249,574
+5,114
| +2% | +$380K | 0.02% | 645 |
|
|
2015
Q4 | $15.4M | Buy |
244,460
+10,090
| +4% | +$636K | 0.02% | 732 |
|
|
2015
Q3 | $13.6M | Sell |
234,370
-64,954
| -22% | -$3.78M | 0.02% | 769 |
|
|
2015
Q2 | $15.4M | Buy |
299,324
+16,250
| +6% | +$833K | 0.02% | 717 |
|
|
2015
Q1 | $15.7M | Buy |
283,074
+35,331
| +14% | +$1.95M | 0.02% | 700 |
|
|
2014
Q4 | $13.8M | Buy |
247,743
+14,622
| +6% | +$815K | 0.02% | 687 |
|
|
2014
Q3 | $11.1M | Buy |
233,121
+6,868
| +3% | +$328K | 0.02% | 740 |
|
|
2014
Q2 | $12.1M | Buy |
226,253
+1,993
| +0.9% | +$106K | 0.02% | 690 |
|
|
2014
Q1 | $10.6M | Buy |
224,260
+33,398
| +17% | +$1.57M | 0.02% | 765 |
|
|
2013
Q4 | $8.67M | Buy |
190,862
+14,959
| +9% | +$679K | 0.02% | 822 |
|
|
2013
Q3 | $7.5M | Buy |
175,903
+13,481
| +8% | +$575K | 0.02% | 823 |
|
|
2013
Q2 | $6.62M | Buy |
+162,422
| New | +$6.62M | 0.01% | 814 |
|