Colonial Trust 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 | $87.5K | Hold |
568
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $87.8K | Hold |
568
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $79.1K | Hold |
568
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $78.8K | Hold |
568
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $66.3K | Buy |
568
+319
| +128% | +$37.2K | 0.01% | 291 |
|
|
2024
Q1 | $29.6K | Hold |
249
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $28.9K | Buy |
249
+1
| +0.4% | +$116 | ﹤0.01% | 377 |
|
|
2023
Q3 | $26.3K | Sell |
248
-1
| -0.4% | -$106 | ﹤0.01% | 390 |
|
|
2023
Q2 | $29K | Hold |
249
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $28K | Sell |
249
-44
| -15% | -$4.94K | ﹤0.01% | 394 |
|
|
2022
Q4 | $32.8K | Buy |
+293
| New | +$32.8K | ﹤0.01% | 379 |
|