Clearstead Trust’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 | $720K | Buy |
4,672
+40
| +0.9% | +$6.17K | 0.14% | 86 |
|
|
2025
Q1 | $716K | Buy |
4,632
+11
| +0.2% | +$1.7K | 0.16% | 80 |
|
|
2024
Q4 | $644K | Buy |
4,621
+12
| +0.3% | +$1.67K | 0.14% | 80 |
|
|
2024
Q3 | $639K | Buy |
4,609
+12
| +0.3% | +$1.66K | 0.15% | 73 |
|
|
2024
Q2 | $536K | Sell |
4,597
-70
| -1% | -$8.17K | 0.13% | 72 |
|
|
2024
Q1 | $555K | Sell |
4,667
-85
| -2% | -$10.1K | 0.15% | 76 |
|
|
2023
Q4 | $551K | Sell |
4,752
-1,091
| -19% | -$126K | 0.15% | 89 |
|
|
2023
Q3 | $619K | Buy |
5,843
+13
| +0.2% | +$1.38K | 0.2% | 70 |
|
|
2023
Q2 | $678K | Sell |
5,830
-413
| -7% | -$48.1K | 0.22% | 72 |
|
|
2023
Q1 | $701K | Buy |
6,243
+13
| +0.2% | +$1.46K | 0.22% | 74 |
|
|
2022
Q4 | $698K | Buy |
6,230
+19
| +0.3% | +$2.13K | 0.23% | 65 |
|
|
2022
Q3 | $633K | Buy |
+6,211
| New | +$633K | 0.22% | 64 |
|