Creative Financial Designs’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 | $198K | Sell |
1,287
-498
| -28% | -$76.7K | 0.01% | 480 |
|
|
2025
Q1 | $276K | Buy |
1,785
+128
| +8% | +$19.8K | 0.02% | 379 |
|
|
2024
Q4 | $231K | Sell |
1,657
-2
| -0.1% | -$279 | 0.02% | 413 |
|
|
2024
Q3 | $230K | Sell |
1,659
-14
| -0.8% | -$1.94K | 0.02% | 415 |
|
|
2024
Q2 | $195K | Buy |
1,673
+802
| +92% | +$93.5K | 0.02% | 434 |
|
|
2024
Q1 | $104K | Buy |
871
+317
| +57% | +$37.7K | 0.01% | 564 |
|
|
2023
Q4 | $64.2K | Buy |
554
+1
| +0.2% | +$116 | 0.01% | 615 |
|
|
2023
Q3 | $58.6K | Buy |
553
+64
| +13% | +$6.78K | 0.01% | 591 |
|
|
2023
Q2 | $56.9K | Buy |
489
+205
| +72% | +$23.8K | 0.01% | 605 |
|
|
2023
Q1 | $31.9K | Buy |
284
+72
| +34% | +$8.08K | ﹤0.01% | 691 |
|
|
2022
Q4 | $23.8K | Sell |
212
-110
| -34% | -$12.3K | ﹤0.01% | 726 |
|
|
2022
Q3 | $33K | Buy |
322
+111
| +53% | +$11.4K | 0.01% | 625 |
|
|
2022
Q2 | $24K | Buy |
211
+99
| +88% | +$11.3K | ﹤0.01% | 693 |
|
|
2022
Q1 | $13K | Buy |
+112
| New | +$13K | ﹤0.01% | 844 |
|
|
2021
Q4 | – | Sell |
-557
| Closed | -$49K | – | 1213 |
|
|
2021
Q3 | $49K | Hold |
557
| – | – | 0.01% | 616 |
|
|
2021
Q2 | $54K | Hold |
557
| – | – | 0.01% | 583 |
|
|
2021
Q1 | $55K | Sell |
557
-3,567
| -86% | -$352K | 0.01% | 536 |
|
|
2020
Q4 | $394K | Buy |
4,124
+192
| +5% | +$18.3K | 0.08% | 176 |
|
|
2020
Q3 | $376K | Buy |
3,932
+74
| +2% | +$7.08K | 0.09% | 164 |
|
|
2020
Q2 | $384K | Buy |
+3,858
| New | +$384K | 0.12% | 133 |
|