CVA Family Office’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 | $19.7K | Sell |
128
-31
| -19% | -$4.78K | ﹤0.01% | 690 |
|
|
2025
Q1 | $24.6K | Buy |
159
+18
| +13% | +$2.78K | ﹤0.01% | 644 |
|
|
2024
Q4 | $19.6K | Buy |
141
+61
| +76% | +$8.5K | ﹤0.01% | 681 |
|
|
2024
Q3 | $11.1K | Sell |
80
-4
| -5% | -$555 | ﹤0.01% | 743 |
|
|
2024
Q2 | $9.8K | Buy |
84
+4
| +5% | +$467 | ﹤0.01% | 743 |
|
|
2024
Q1 | $9.51K | Hold |
80
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $9.27K | Buy |
+80
| New | +$9.27K | ﹤0.01% | 731 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$9.31K | – | 280 |
|
|
2023
Q2 | $9.31K | Hold |
80
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $8.99K | Hold |
80
| – | – | ﹤0.01% | 701 |
|
|
2022
Q4 | $8.97K | Hold |
80
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 674 |
|
|
2021
Q4 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 679 |
|
|
2021
Q3 | – | Sell |
-80
| Closed | -$8K | – | 401 |
|
|
2021
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 544 |
|