Chicago Partners Investment Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
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|
2025
Q1 | $932K | Sell |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $722K | Hold |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $659K | Sell |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $500K | Buy |
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|
2020
Q3 | $541K | Buy |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $614K | Buy |
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|
2019
Q4 | $634K | Sell |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $591K | Hold |
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|
2019
Q1 | $545K | Hold |
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|
2018
Q4 | $508K | Hold |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $496K | Hold |
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|
2018
Q1 | $463K | Hold |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $434K | Hold |
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|
2016
Q4 | $408K | Hold |
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|
2016
Q3 | $410K | Hold |
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|
2016
Q2 | $447K | Hold |
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|
2016
Q1 | $408K | Hold |
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|
2015
Q4 | $347K | Hold |
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|
2015
Q3 | $320K | Hold |
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|
2015
Q2 | $282K | Buy |
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|
2015
Q1 | $304K | Sell |
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|
2014
Q4 | $307K | Buy |
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