Concourse Financial Group Securities’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-61
| Closed | -$8.64K | – | 560 |
|
|
2024
Q4 | $8.64K | Buy |
+61
| New | +$8.64K | ﹤0.01% | 1750 |
|
|
2024
Q3 | – | Sell |
-47
| Closed | -$5.48K | – | 2645 |
|
|
2024
Q2 | $5.48K | Buy |
47
+7
| +18% | +$816 | ﹤0.01% | 1849 |
|
|
2024
Q1 | $4.75K | Hold |
40
| – | – | ﹤0.01% | 1889 |
|
|
2023
Q4 | $4.64K | Buy |
40
+4
| +11% | +$464 | ﹤0.01% | 1860 |
|
|
2023
Q3 | $3.81K | Sell |
36
-33
| -48% | -$3.5K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $8.03K | Sell |
69
-61
| -47% | -$7.1K | ﹤0.01% | 1716 |
|
|
2023
Q1 | $14.6K | Buy |
130
+75
| +136% | +$8.43K | ﹤0.01% | 1552 |
|
|
2022
Q4 | $6.16K | Buy |
55
+32
| +139% | +$3.59K | ﹤0.01% | 1797 |
|
|
2022
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1781 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2520 |
|
|
2022
Q1 | – | Sell |
-211
| Closed | -$22K | – | 2483 |
|
|
2021
Q4 | $22K | Buy |
211
+1
| +0.5% | +$104 | ﹤0.01% | 1596 |
|
|
2021
Q3 | $18K | Buy |
210
+2
| +1% | +$171 | ﹤0.01% | 1687 |
|
|
2021
Q2 | $20K | Buy |
208
+1
| +0.5% | +$96 | ﹤0.01% | 1634 |
|
|
2021
Q1 | $20K | Sell |
207
-149
| -42% | -$14.4K | ﹤0.01% | 1550 |
|
|
2020
Q4 | $34K | Buy |
356
+3
| +0.8% | +$287 | ﹤0.01% | 1264 |
|
|
2020
Q3 | $34K | Buy |
353
+2
| +0.6% | +$193 | ﹤0.01% | 1185 |
|
|
2020
Q2 | $35K | Buy |
351
+2
| +0.6% | +$199 | ﹤0.01% | 1092 |
|
|
2020
Q1 | $35K | Buy |
+349
| New | +$35K | ﹤0.01% | 1030 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2317 |
|
|
2019
Q3 | – | Sell |
-78
| Closed | -$8K | – | 2016 |
|
|
2019
Q2 | $8K | Sell |
78
-364
| -82% | -$37.3K | ﹤0.01% | 1549 |
|
|
2019
Q1 | $45K | Buy |
442
+102
| +30% | +$10.4K | ﹤0.01% | 913 |
|
|
2018
Q4 | $31K | Buy |
+340
| New | +$31K | ﹤0.01% | 968 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1864 |
|