Contravisory Investment Management’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,763
Closed -$447K 351
2024
Q1
$447K Sell
3,763
-12
-0.3% -$1.43K 0.1% 143
2023
Q4
$438K Sell
3,775
-100
-3% -$11.6K 0.11% 135
2023
Q3
$410K Buy
3,875
+8
+0.2% +$847 0.12% 121
2023
Q2
$450K Buy
3,867
+90
+2% +$10.5K 0.12% 123
2023
Q1
$424K Buy
3,777
+58
+2% +$6.52K 0.12% 110
2022
Q4
$417K Buy
3,719
+3
+0.1% +$336 0.12% 110
2022
Q3
$378K Hold
3,716
0.13% 98
2022
Q2
$417K Hold
3,716
0.14% 92
2022
Q1
$444K Buy
+3,716
New +$444K 0.13% 105
2020
Q3
Sell
-2,519
Closed -$258K 250
2020
Q2
$258K Sell
2,519
-13
-0.5% -$1.33K 0.09% 127
2020
Q1
$251K Sell
2,532
-48
-2% -$4.76K 0.11% 100
2019
Q4
$289K Buy
2,580
+46
+2% +$5.15K 0.11% 125
2019
Q3
$289K Buy
+2,534
New +$289K 0.11% 118