Corient Private Wealth’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 | $7.48M | Sell |
48,547
-2,241
| -4% | -$345K | 0.01% | 645 |
|
|
2025
Q1 | $7.85M | Buy |
50,788
+6,483
| +15% | +$1M | 0.01% | 568 |
|
|
2024
Q4 | $6.17M | Buy |
44,305
+11,029
| +33% | +$1.54M | 0.01% | 642 |
|
|
2024
Q3 | $4.62M | Buy |
33,276
+528
| +2% | +$73.2K | 0.01% | 756 |
|
|
2024
Q2 | $3.82M | Buy |
32,748
+11
| +0% | +$1.28K | 0.01% | 783 |
|
|
2024
Q1 | $3.89M | Buy |
32,737
+192
| +0.6% | +$22.8K | 0.01% | 778 |
|
|
2023
Q4 | $3.77M | Buy |
32,545
+4,236
| +15% | +$491K | 0.01% | 777 |
|
|
2023
Q3 | $3M | Sell |
28,309
-5,722
| -17% | -$606K | 0.01% | 773 |
|
|
2023
Q2 | $3.96M | Buy |
34,031
+2,077
| +6% | +$242K | 0.01% | 700 |
|
|
2023
Q1 | $3.59M | Buy |
31,954
+5,973
| +23% | +$671K | 0.01% | 677 |
|
|
2022
Q4 | $2.91M | Buy |
+25,981
| New | +$2.91M | 0.01% | 615 |
|