CSat Investment Advisory’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.14M | Buy |
11,495
+2,825
| +33% | +$279K | 0.95% | 28 |
|
|
2020
Q4 | $827K | Buy |
8,670
+348
| +4% | +$33.2K | 0.77% | 37 |
|
|
2020
Q3 | $796K | Buy |
8,322
+589
| +8% | +$56.3K | 0.07% | 128 |
|
|
2020
Q2 | $770K | Sell |
7,733
-1,124
| -13% | -$112K | 0.09% | 110 |
|
|
2020
Q1 | $879K | Buy |
8,857
+611
| +7% | +$60.6K | 0.19% | 77 |
|
|
2019
Q4 | $923K | Sell |
8,246
-536
| -6% | -$60K | 0.24% | 79 |
|
|
2019
Q3 | $1M | Sell |
8,782
-466
| -5% | -$53.1K | 0.31% | 64 |
|
|
2019
Q2 | $976K | Sell |
9,248
-2,400
| -21% | -$253K | 0.34% | 60 |
|
|
2019
Q1 | $1.2M | Buy |
11,648
+574
| +5% | +$59.1K | 0.61% | 36 |
|
|
2018
Q4 | $1.03M | Sell |
11,074
-543
| -5% | -$50.4K | 0.61% | 38 |
|
|
2018
Q3 | $1.09M | Buy |
11,617
+11
| +0.1% | +$1.03K | 0.62% | 43 |
|
|
2018
Q2 | $1.05M | Buy |
+11,606
| New | +$1.05M | 0.56% | 45 |
|
|
2014
Q2 | – | Sell |
-63,476
| Closed | -$2.99M | – | 24 |
|
|
2014
Q1 | $2.99M | Sell |
63,476
-27,555
| -30% | -$1.3M | 1.53% | 28 |
|
|
2013
Q4 | $4.14M | Sell |
91,031
-71,319
| -44% | -$3.24M | 1.63% | 25 |
|
|
2013
Q3 | $6.91M | Buy |
162,350
+41,243
| +34% | +$1.76M | 1.98% | 23 |
|
|
2013
Q2 | $4.97M | Buy |
+121,107
| New | +$4.97M | 1.77% | 25 |
|