Checchi Capital Advisers’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 | $250K | Sell |
1,623
-104
| -6% | -$16K | 0.01% | 494 |
|
|
2025
Q1 | $267K | Buy |
1,727
+60
| +4% | +$9.28K | 0.01% | 483 |
|
|
2024
Q4 | $232K | Sell |
1,667
-89
| -5% | -$12.4K | 0.01% | 505 |
|
|
2024
Q3 | $244K | Hold |
1,756
| – | – | 0.01% | 498 |
|
|
2024
Q2 | $205K | Hold |
1,756
| – | – | 0.01% | 533 |
|
|
2024
Q1 | $209K | Sell |
1,756
-16
| -0.9% | -$1.9K | 0.02% | 537 |
|
|
2023
Q4 | $205K | Buy |
+1,772
| New | +$205K | 0.02% | 525 |
|
|
2016
Q3 | – | Sell |
-1,038
| Closed | -$84K | – | 445 |
|
|
2016
Q2 | $84K | Buy |
1,038
+86
| +9% | +$6.96K | 0.01% | 641 |
|
|
2016
Q1 | $71K | Buy |
+952
| New | +$71K | 0.02% | 702 |
|