Clearstead Advisors’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 | $39.9K | Buy |
259
+129
| +99% | +$19.9K | ﹤0.01% | 1352 |
|
|
2025
Q1 | $20.1K | Buy |
130
+70
| +117% | +$10.8K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $8.36K | Sell |
60
-4
| -6% | -$557 | ﹤0.01% | 1620 |
|
|
2024
Q3 | $8.88K | Buy |
64
+9
| +16% | +$1.25K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $6.42K | Buy |
+55
| New | +$6.42K | ﹤0.01% | 1644 |
|
|
2023
Q4 | – | Sell |
-5,871
| Closed | -$622K | – | 1525 |
|
|
2023
Q3 | $622K | Buy |
+5,871
| New | +$622K | 0.02% | 370 |
|
|
2022
Q3 | – | Sell |
-6,194
| Closed | -$694K | – | 1248 |
|
|
2022
Q2 | $694K | Buy |
6,194
+443
| +8% | +$49.6K | 0.05% | 209 |
|
|
2022
Q1 | $687K | Buy |
5,751
+18
| +0.3% | +$2.15K | 0.05% | 222 |
|
|
2021
Q4 | $601K | Buy |
5,733
+20
| +0.4% | +$2.1K | 0.04% | 229 |
|
|
2021
Q3 | $504K | Buy |
5,713
+19
| +0.3% | +$1.68K | 0.04% | 237 |
|
|
2021
Q2 | $547K | Buy |
5,694
+19
| +0.3% | +$1.83K | 0.04% | 213 |
|
|
2021
Q1 | $561K | Buy |
5,675
+20
| +0.4% | +$1.98K | 0.05% | 205 |
|
|
2020
Q4 | $540K | Buy |
+5,655
| New | +$540K | 0.05% | 200 |
|