D.A. Davidson & Co’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 | $1.68M | Sell |
10,930
-99
| -0.9% | -$15.3K | 0.01% | 661 |
|
|
2025
Q1 | $1.7M | Buy |
11,029
+81
| +0.7% | +$12.5K | 0.01% | 617 |
|
|
2024
Q4 | $1.52M | Buy |
10,948
+934
| +9% | +$130K | 0.01% | 645 |
|
|
2024
Q3 | $1.39M | Sell |
10,014
-213
| -2% | -$29.5K | 0.01% | 661 |
|
|
2024
Q2 | $1.19M | Sell |
10,227
-125
| -1% | -$14.6K | 0.01% | 678 |
|
|
2024
Q1 | $1.23M | Sell |
10,352
-22
| -0.2% | -$2.62K | 0.01% | 672 |
|
|
2023
Q4 | $1.2M | Buy |
10,374
+36
| +0.3% | +$4.17K | 0.01% | 647 |
|
|
2023
Q3 | $1.1M | Buy |
10,338
+103
| +1% | +$10.9K | 0.01% | 655 |
|
|
2023
Q2 | $1.19M | Hold |
10,235
| – | – | 0.01% | 639 |
|
|
2023
Q1 | $1.15M | Buy |
10,235
+12
| +0.1% | +$1.35K | 0.01% | 624 |
|
|
2022
Q4 | $1.15M | Hold |
10,223
| – | – | 0.01% | 588 |
|
|
2022
Q3 | $1.04M | Buy |
10,223
+10
| +0.1% | +$1.02K | 0.01% | 576 |
|
|
2022
Q2 | $1.15M | Buy |
10,213
+44
| +0.4% | +$4.93K | 0.01% | 558 |
|
|
2022
Q1 | $1.22M | Buy |
10,169
+133
| +1% | +$15.9K | 0.01% | 597 |
|
|
2021
Q4 | $1.05M | Buy |
10,036
+66
| +0.7% | +$6.91K | 0.01% | 644 |
|
|
2021
Q3 | $879K | Buy |
9,970
+100
| +1% | +$8.82K | 0.01% | 668 |
|
|
2021
Q2 | $949K | Hold |
9,870
| – | – | 0.01% | 646 |
|
|
2021
Q1 | $976K | Buy |
+9,870
| New | +$976K | 0.01% | 594 |
|
|
2017
Q3 | – | Sell |
-375
| Closed | -$31K | – | 1140 |
|
|
2017
Q2 | $31K | Hold |
375
| – | – | ﹤0.01% | 1689 |
|
|
2017
Q1 | $29K | Hold |
375
| – | – | ﹤0.01% | 1713 |
|
|
2016
Q4 | $27K | Buy |
+375
| New | +$27K | ﹤0.01% | 1829 |
|
|
2016
Q3 | – | Sell |
-375
| Closed | -$30K | – | 2383 |
|
|
2016
Q2 | $30K | Hold |
375
| – | – | ﹤0.01% | 1607 |
|
|
2016
Q1 | $27K | Hold |
375
| – | – | ﹤0.01% | 1613 |
|
|
2015
Q4 | $23K | Hold |
375
| – | – | ﹤0.01% | 1662 |
|
|
2015
Q3 | $21K | Buy |
+375
| New | +$21K | ﹤0.01% | 1648 |
|