Creative Planning’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 | $6.14M | Buy |
39,820
+833
| +2% | +$128K | 0.01% | 694 |
|
|
2025
Q1 | $6.03M | Buy |
38,987
+2,788
| +8% | +$431K | 0.01% | 649 |
|
|
2024
Q4 | $5.04M | Buy |
36,199
+1,708
| +5% | +$238K | ﹤0.01% | 656 |
|
|
2024
Q3 | $4.78M | Buy |
34,491
+663
| +2% | +$92K | ﹤0.01% | 654 |
|
|
2024
Q2 | $3.95M | Buy |
33,828
+886
| +3% | +$103K | ﹤0.01% | 707 |
|
|
2024
Q1 | $3.92M | Buy |
32,942
+2,896
| +10% | +$344K | ﹤0.01% | 694 |
|
|
2023
Q4 | $3.48M | Sell |
30,046
-981
| -3% | -$114K | 0.01% | 682 |
|
|
2023
Q3 | $3.29M | Buy |
31,027
+1,119
| +4% | +$119K | ﹤0.01% | 663 |
|
|
2023
Q2 | $3.48M | Buy |
29,908
+1,189
| +4% | +$138K | ﹤0.01% | 623 |
|
|
2023
Q1 | $3.23M | Buy |
28,719
+898
| +3% | +$101K | ﹤0.01% | 621 |
|
|
2022
Q4 | $3.12M | Buy |
27,821
+2,666
| +11% | +$299K | ﹤0.01% | 601 |
|
|
2022
Q3 | $2.56M | Buy |
25,155
+1,302
| +5% | +$133K | ﹤0.01% | 610 |
|
|
2022
Q2 | $2.67M | Sell |
23,853
-195
| -0.8% | -$21.9K | ﹤0.01% | 615 |
|
|
2022
Q1 | $2.87M | Buy |
24,048
+1,393
| +6% | +$166K | ﹤0.01% | 611 |
|
|
2021
Q4 | $2.37M | Sell |
22,655
-2,599
| -10% | -$272K | ﹤0.01% | 639 |
|
|
2021
Q3 | $2.23M | Buy |
25,254
+1,103
| +5% | +$97.3K | ﹤0.01% | 653 |
|
|
2021
Q2 | $2.32M | Sell |
24,151
-3,494
| -13% | -$336K | ﹤0.01% | 617 |
|
|
2021
Q1 | $2.73M | Buy |
27,645
+1,532
| +6% | +$151K | 0.01% | 593 |
|
|
2020
Q4 | $2.49M | Sell |
26,113
-630
| -2% | -$60.1K | 0.01% | 577 |
|
|
2020
Q3 | $2.56M | Buy |
26,743
+183
| +0.7% | +$17.5K | 0.01% | 474 |
|
|
2020
Q2 | $2.65M | Sell |
26,560
-499
| -2% | -$49.7K | 0.01% | 406 |
|
|
2020
Q1 | $2.69M | Sell |
27,059
-559
| -2% | -$55.5K | 0.01% | 351 |
|
|
2019
Q4 | $3.09M | Buy |
27,618
+846
| +3% | +$94.6K | 0.01% | 391 |
|
|
2019
Q3 | $3.05M | Buy |
26,772
+2,011
| +8% | +$229K | 0.01% | 390 |
|
|
2019
Q2 | $2.61M | Sell |
24,761
-1,977
| -7% | -$209K | 0.01% | 422 |
|
|
2019
Q1 | $2.75M | Sell |
26,738
-170
| -0.6% | -$17.5K | 0.01% | 382 |
|
|
2018
Q4 | $2.5M | Sell |
26,908
-933
| -3% | -$86.5K | 0.01% | 376 |
|
|
2018
Q3 | $2.62M | Buy |
27,841
+9,090
| +48% | +$854K | 0.01% | 411 |
|
|
2018
Q2 | $1.69M | Sell |
18,751
-186
| -1% | -$16.8K | 0.01% | 513 |
|
|
2018
Q1 | $1.6M | Buy |
18,937
+2,069
| +12% | +$174K | 0.01% | 521 |
|
|
2017
Q4 | $1.45M | Buy |
16,868
+550
| +3% | +$47.2K | 0.01% | 551 |
|
|
2017
Q3 | $1.37M | Buy |
16,318
+2,498
| +18% | +$209K | 0.01% | 577 |
|
|
2017
Q2 | $1.15M | Buy |
13,820
+198
| +1% | +$16.4K | 0.01% | 618 |
|
|
2017
Q1 | $1.08M | Sell |
13,622
-11
| -0.1% | -$869 | 0.01% | 636 |
|
|
2016
Q4 | $1.01M | Buy |
13,633
+1,490
| +12% | +$110K | 0.01% | 617 |
|
|
2016
Q3 | $904K | Buy |
12,143
+686
| +6% | +$51.1K | 0.01% | 635 |
|
|
2016
Q2 | $932K | Buy |
11,457
+2,529
| +28% | +$206K | 0.01% | 543 |
|
|
2016
Q1 | $663K | Sell |
8,928
-319
| -3% | -$23.7K | 0.01% | 641 |
|
|
2015
Q4 | $583K | Buy |
9,247
+687
| +8% | +$43.3K | ﹤0.01% | 688 |
|
|
2015
Q3 | $498K | Buy |
+8,560
| New | +$498K | ﹤0.01% | 746 |
|
|
2015
Q2 | – | Sell |
-6,737
| Closed | -$373K | – | 1187 |
|
|
2015
Q1 | $373K | Sell |
6,737
-1,915
| -22% | -$106K | ﹤0.01% | 873 |
|
|
2014
Q4 | $482K | Buy |
8,652
+535
| +7% | +$29.8K | 0.01% | 708 |
|
|
2014
Q3 | $387K | Buy |
8,117
+2,083
| +35% | +$99.3K | ﹤0.01% | 754 |
|
|
2014
Q2 | $322K | Buy |
6,034
+53
| +0.9% | +$2.83K | ﹤0.01% | 805 |
|
|
2014
Q1 | $282K | Sell |
5,981
-563
| -9% | -$26.5K | ﹤0.01% | 845 |
|
|
2013
Q4 | $297K | Sell |
6,544
-471
| -7% | -$21.4K | 0.01% | 682 |
|
|
2013
Q3 | $299K | Buy |
7,015
+161
| +2% | +$6.86K | 0.01% | 598 |
|
|
2013
Q2 | $281K | Buy |
+6,854
| New | +$281K | 0.01% | 570 |
|