DC Investments Management’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 | $1.92M | Hold |
12,438
| – | – | 0.8% | 29 |
|
|
2025
Q1 | $1.92M | Sell |
12,438
-1,394
| -10% | -$215K | 0.99% | 31 |
|
|
2024
Q4 | $1.93M | Buy |
13,832
+5,363
| +63% | +$747K | 1.26% | 23 |
|
|
2024
Q3 | $1.17M | Hold |
8,469
| – | – | 0.82% | 34 |
|
|
2024
Q2 | $988K | Hold |
8,469
| – | – | 0.83% | 34 |
|
|
2024
Q1 | $1.01M | Buy |
+8,469
| New | +$1.01M | 0.82% | 33 |
|
|
2019
Q4 | – | Sell |
-2,102
| Closed | -$239K | – | 241 |
|
|
2019
Q3 | $239K | Sell |
2,102
-1,392
| -40% | -$158K | 0.14% | 285 |
|
|
2019
Q2 | $369K | Hold |
3,494
| – | – | 0.21% | 203 |
|
|
2019
Q1 | $360K | Hold |
3,494
| – | – | 0.23% | 192 |
|
|
2018
Q4 | $324K | Buy |
+3,494
| New | +$324K | 0.26% | 188 |
|
|
2018
Q2 | – | Sell |
-11,943
| Closed | -$1.01M | – | 296 |
|
|
2018
Q1 | $1.01M | Hold |
11,943
| – | – | 0.68% | 39 |
|
|
2017
Q4 | $1.03M | Buy |
+11,943
| New | +$1.03M | 0.42% | 45 |
|