Continuum Advisory’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
Q1 | – | Sell |
-64
| Closed | -$8.91K | – | 1679 |
|
|
2024
Q4 | $8.91K | Hold |
64
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q3 | $9.24K | Buy |
64
+2
| +3% | +$257 | ﹤0.01% | 1016 |
|
|
2024
Q2 | $7.23K | Sell |
62
-1
| -2% | -$117 | ﹤0.01% | 1020 |
|
|
2024
Q1 | $7.54K | Sell |
63
-1,919
| -97% | -$220K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $230K | Hold |
1,982
| – | – | 0.03% | 418 |
|
|
2023
Q3 | $210K | Sell |
1,982
-97
| -5% | -$11.3K | 0.03% | 422 |
|
|
2023
Q2 | $242K | Hold |
2,079
| – | – | 0.04% | 402 |
|
|
2023
Q1 | $234K | Hold |
2,079
| – | – | 0.04% | 390 |
|
|
2022
Q4 | $233K | Hold |
2,079
| – | – | 0.04% | 382 |
|
|
2022
Q3 | $212K | Hold |
2,079
| – | – | 0.04% | 380 |
|
|
2022
Q2 | $233K | Hold |
2,079
| – | – | 0.04% | 369 |
|
|
2022
Q1 | $236K | Hold |
2,079
| – | – | 0.04% | 347 |
|
|
2021
Q4 | $218K | Sell |
2,079
-540
| -21% | -$51.2K | 0.05% | 279 |
|
|
2021
Q3 | $231K | Hold |
2,619
| – | – | 0.06% | 265 |
|
|
2021
Q2 | $252K | Sell |
2,619
-120
| -4% | -$12K | 0.08% | 233 |
|
|
2021
Q1 | $278K | Hold |
2,739
| – | – | 0.12% | 145 |
|
|
2020
Q4 | $261K | Hold |
2,739
| – | – | 0.12% | 131 |
|
|
2020
Q3 | $261K | Hold |
2,739
| – | – | 0.14% | 122 |
|
|
2020
Q2 | $276K | Hold |
2,739
| – | – | 0.17% | 111 |
|
|
2020
Q1 | $259K | Hold |
2,739
| – | – | 0.17% | 111 |
|
|
2019
Q4 | $306K | Hold |
2,739
| – | – | 0.18% | 105 |
|
|
2019
Q3 | $309K | Hold |
2,739
| – | – | 0.21% | 95 |
|
|
2019
Q2 | $288K | Buy |
+2,739
| New | +$280K | 0.2% | 97 |
|
Other funds holding ATO
