CPIG
Chicago Partners Investment Group’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
5,901
+170
| +3% | +$26.7K | 0.03% | 416 |
|
|
2025
Q1 | $932K | Sell |
5,731
-879
| -13% | -$143K | 0.03% | 378 |
|
|
2024
Q4 | $922K | Buy |
6,610
+1
| +0% | +$140 | 0.03% | 362 |
|
|
2024
Q3 | $946K | Buy |
6,609
+980
| +17% | +$140K | 0.03% | 340 |
|
|
2024
Q2 | $722K | Hold |
5,629
| – | – | 0.03% | 387 |
|
|
2024
Q1 | $662K | Sell |
5,629
-130
| -2% | -$15.3K | 0.03% | 389 |
|
|
2023
Q4 | $639K | Buy |
5,759
+129
| +2% | +$14.3K | 0.03% | 370 |
|
|
2023
Q3 | $607K | Sell |
5,630
-5
| -0.1% | -$539 | 0.03% | 365 |
|
|
2023
Q2 | $685K | Sell |
5,635
-22
| -0.4% | -$2.67K | 0.04% | 348 |
|
|
2023
Q1 | $657K | Buy |
5,657
+17
| +0.3% | +$1.98K | 0.04% | 330 |
|
|
2022
Q4 | $659K | Sell |
5,640
-6
| -0.1% | -$701 | 0.04% | 322 |
|
|
2022
Q3 | $587K | Buy |
5,646
+61
| +1% | +$6.34K | 0.04% | 308 |
|
|
2022
Q2 | $678K | Buy |
5,585
+16
| +0.3% | +$1.94K | 0.05% | 285 |
|
|
2022
Q1 | $623K | Buy |
5,569
+2
| +0% | +$224 | 0.05% | 276 |
|
|
2021
Q4 | $590K | Buy |
5,567
+36
| +0.7% | +$3.82K | 0.04% | 305 |
|
|
2021
Q3 | $524K | Sell |
5,531
-31
| -0.6% | -$2.94K | 0.04% | 325 |
|
|
2021
Q2 | $554K | Buy |
5,562
+14
| +0.3% | +$1.39K | 0.04% | 310 |
|
|
2021
Q1 | $568K | Sell |
5,548
-64
| -1% | -$6.55K | 0.05% | 285 |
|
|
2020
Q4 | $500K | Buy |
5,612
+74
| +1% | +$6.59K | 0.05% | 282 |
|
|
2020
Q3 | $541K | Buy |
5,538
+23
| +0.4% | +$2.25K | 0.06% | 222 |
|
|
2020
Q2 | $566K | Sell |
5,515
-30
| -0.5% | -$3.08K | 0.07% | 199 |
|
|
2020
Q1 | $614K | Buy |
5,545
+20
| +0.4% | +$2.22K | 0.09% | 166 |
|
|
2019
Q4 | $634K | Sell |
5,525
-10
| -0.2% | -$1.15K | 0.08% | 187 |
|
|
2019
Q3 | $628K | Buy |
5,535
+35
| +0.6% | +$3.97K | 0.09% | 175 |
|
|
2019
Q2 | $591K | Hold |
5,500
| – | – | 0.08% | 169 |
|
|
2019
Q1 | $545K | Hold |
5,500
| – | – | 0.08% | 170 |
|
|
2018
Q4 | $508K | Hold |
5,500
| – | – | 0.08% | 181 |
|
|
2018
Q3 | $520K | Hold |
5,500
| – | – | 0.08% | 181 |
|
|
2018
Q2 | $496K | Hold |
5,500
| – | – | 0.08% | 174 |
|
|
2018
Q1 | $463K | Hold |
5,500
| – | – | 0.08% | 164 |
|
|
2017
Q4 | $472K | Hold |
5,500
| – | – | 0.08% | 169 |
|
|
2017
Q3 | $461K | Buy |
+5,500
| New | +$461K | 0.08% | 166 |
|
|
2017
Q2 | – | Sell |
-5,500
| Closed | -$434K | – | 641 |
|
|
2017
Q1 | $434K | Hold |
5,500
| – | – | 0.12% | 121 |
|
|
2016
Q4 | $408K | Hold |
5,500
| – | – | 0.15% | 112 |
|
|
2016
Q3 | $410K | Hold |
5,500
| – | – | 0.16% | 104 |
|
|
2016
Q2 | $447K | Hold |
5,500
| – | – | 0.22% | 72 |
|
|
2016
Q1 | $408K | Hold |
5,500
| – | – | 0.21% | 70 |
|
|
2015
Q4 | $347K | Hold |
5,500
| – | – | 0.17% | 97 |
|
|
2015
Q3 | $320K | Hold |
5,500
| – | – | 0.18% | 86 |
|
|
2015
Q2 | $282K | Buy |
5,500
+43
| +0.8% | +$2.21K | 0.13% | 109 |
|
|
2015
Q1 | $304K | Sell |
5,457
-43
| -0.8% | -$2.4K | 0.13% | 100 |
|
|
2014
Q4 | $307K | Buy |
+5,500
| New | +$307K | 0.13% | 89 |
|