Creative Planning’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
Q3 | $9.83M | Buy |
|
|||||
|
2025
Q2 | $6.14M | Buy |
|
|||||
|
2025
Q1 | $6.03M | Buy |
|
|||||
|
2024
Q4 | $5.04M | Buy |
|
|||||
|
2024
Q3 | $4.78M | Buy |
|
|||||
|
2024
Q2 | $3.95M | Buy |
|
|||||
|
2024
Q1 | $3.92M | Buy |
|
|||||
|
2023
Q4 | $3.48M | Sell |
|
|||||
|
2023
Q3 | $3.29M | Buy |
|
|||||
|
2023
Q2 | $3.48M | Buy |
|
|||||
|
2023
Q1 | $3.23M | Buy |
|
|||||
|
2022
Q4 | $3.12M | Buy |
|
|||||
|
2022
Q3 | $2.56M | Buy |
|
|||||
|
2022
Q2 | $2.67M | Sell |
|
|||||
|
2022
Q1 | $2.87M | Buy |
|
|||||
|
2021
Q4 | $2.37M | Sell |
|
|||||
|
2021
Q3 | $2.23M | Buy |
|
|||||
|
2021
Q2 | $2.32M | Sell |
|
|||||
|
2021
Q1 | $2.73M | Buy |
|
|||||
|
2020
Q4 | $2.49M | Sell |
|
|||||
|
2020
Q3 | $2.56M | Buy |
|
|||||
|
2020
Q2 | $2.65M | Sell |
|
|||||
|
2020
Q1 | $2.69M | Sell |
|
|||||
|
2019
Q4 | $3.09M | Buy |
|
|||||
|
2019
Q3 | $3.05M | Buy |
|
|||||
|
2019
Q2 | $2.61M | Sell |
|
|||||
|
2019
Q1 | $2.75M | Sell |
|
|||||
|
2018
Q4 | $2.5M | Sell |
|
|||||
|
2018
Q3 | $2.62M | Buy |
|
|||||
|
2018
Q2 | $1.69M | Sell |
|
|||||
|
2018
Q1 | $1.59M | Buy |
|
|||||
|
2017
Q4 | $1.45M | Buy |
|
|||||
|
2017
Q3 | $1.37M | Buy |
|
|||||
|
2017
Q2 | $1.15M | Buy |
|
|||||
|
2017
Q1 | $1.08M | Sell |
|
|||||
|
2016
Q4 | $1.01M | Buy |
|
|||||
|
2016
Q3 | $904K | Buy |
|
|||||
|
2016
Q2 | $932K | Buy |
|
|||||
|
2016
Q1 | $663K | Sell |
|
|||||
|
2015
Q4 | $583K | Buy |
|
|||||
|
2015
Q3 | $498K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $373K | Sell |
|
|||||
|
2014
Q4 | $482K | Buy |
|
|||||
|
2014
Q3 | $387K | Buy |
|
|||||
|
2014
Q2 | $322K | Buy |
|
|||||
|
2014
Q1 | $282K | Sell |
|
|||||
|
2013
Q4 | $297K | Sell |
|
|||||
|
2013
Q3 | $299K | Buy |
|
|||||
|
2013
Q2 | $281K | Buy |
|