De Burlo Group’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
$826K Sell
5,360
-1,225
-19% -$189K 0.11% 58
2025
Q1
$1.02M Sell
6,585
-175
-3% -$27.1K 0.15% 55
2024
Q4
$941K Hold
6,760
0.13% 55
2024
Q3
$938K Hold
6,760
0.12% 56
2024
Q2
$789K Sell
6,760
-100
-1% -$11.7K 0.11% 60
2024
Q1
$815K Sell
6,860
-750
-10% -$89.2K 0.11% 61
2023
Q4
$806K Hold
7,610
0.14% 61
2023
Q3
$806K Hold
7,610
0.14% 61
2023
Q2
$885K Hold
7,610
0.15% 64
2023
Q1
$855K Sell
7,610
-112,000
-94% -$12.6M 0.17% 68
2022
Q4
$13.4M Sell
119,610
-340
-0.3% -$38.1K 3% 13
2022
Q3
$12.2M Buy
+119,950
New +$12.2M 2.91% 14
2022
Q2
Sell
-8,050
Closed -$962K 94
2022
Q1
$962K Hold
8,050
0.18% 60
2021
Q4
$843K Hold
8,050
0.12% 76
2021
Q3
$710K Hold
8,050
0.12% 75
2021
Q2
$774K Sell
8,050
-480
-6% -$46.2K 0.12% 69
2021
Q1
$843K Buy
8,530
+220
+3% +$21.7K 0.15% 68
2020
Q4
$793K Sell
8,310
-500
-6% -$47.7K 0.13% 65
2020
Q3
$842K Buy
8,810
+200
+2% +$19.1K 0.15% 62
2020
Q2
$854K Hold
8,610
0.24% 44
2020
Q1
$854K Sell
8,610
-7,790
-48% -$773K 0.24% 44
2019
Q4
$1.83M Sell
16,400
-200
-1% -$22.4K 0.37% 51
2019
Q3
$1.89M Sell
16,600
-1,500
-8% -$171K 0.43% 47
2019
Q2
$1.91M Sell
18,100
-1,200
-6% -$127K 0.37% 54
2019
Q1
$1.99M Sell
19,300
-1,900
-9% -$196K 0.4% 59
2018
Q4
$1.97M Sell
21,200
-200
-0.9% -$18.5K 0.44% 53
2018
Q3
$2.01M Sell
21,400
-900
-4% -$84.5K 0.38% 70
2018
Q2
$2.01M Sell
22,300
-1,000
-4% -$90.1K 0.43% 57
2018
Q1
$1.96M Sell
23,300
-2,100
-8% -$177K 0.43% 55
2017
Q4
$2.18M Hold
25,400
0.44% 57
2017
Q3
$2.13M Hold
25,400
0.47% 54
2017
Q2
$2.11M Hold
25,400
0.47% 50
2017
Q1
$2.01M Sell
25,400
-37,900
-60% -$2.99M 0.44% 55
2016
Q4
$4.69M Buy
63,300
+1,000
+2% +$74.1K 1.14% 36
2016
Q3
$4.64M Sell
62,300
-86,000
-58% -$6.4M 1.29% 30
2016
Q2
$12.1M Buy
148,300
+55,800
+60% +$4.54M 2.92% 6
2016
Q1
$6.87M Buy
92,500
+68,000
+278% +$5.05M 1.99% 15
2015
Q4
$1.54M Hold
24,500
0.36% 64
2015
Q3
$1.43M Hold
24,500
0.33% 64
2015
Q2
$1.26M Sell
24,500
-102,400
-81% -$5.25M 0.26% 70
2015
Q1
$7.02M Sell
126,900
-27,400
-18% -$1.52M 1.39% 27
2014
Q4
$8.6M Sell
154,300
-6,300
-4% -$351K 1.74% 19
2014
Q3
$7.66M Buy
160,600
+800
+0.5% +$38.2K 1.69% 22
2014
Q2
$8.53M Buy
159,800
+54,600
+52% +$2.92M 1.93% 20
2014
Q1
$4.96M Buy
105,200
+20,700
+24% +$976K 1.2% 35
2013
Q4
$3.84M Buy
84,500
+3,200
+4% +$145K 0.92% 44
2013
Q3
$3.46M Sell
81,300
-6,800
-8% -$290K 0.94% 48
2013
Q2
$3.62M Buy
+88,100
New +$3.62M 1.07% 43