Dean Investment Associates’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 | $3.8M | Buy |
24,652
+940
| +4% | +$145K | 0.56% | 73 |
|
|
2025
Q1 | $3.67M | Buy |
23,712
+1,111
| +5% | +$172K | 0.54% | 70 |
|
|
2024
Q4 | $3.15M | Sell |
22,601
-1,471
| -6% | -$205K | 0.45% | 92 |
|
|
2024
Q3 | $3.34M | Sell |
24,072
-695
| -3% | -$96.4K | 0.45% | 93 |
|
|
2024
Q2 | $2.89M | Buy |
24,767
+6,955
| +39% | +$811K | 0.41% | 105 |
|
|
2024
Q1 | $2.12M | Buy |
17,812
+188
| +1% | +$22.3K | 0.29% | 142 |
|
|
2023
Q4 | $2.04M | Buy |
17,624
+981
| +6% | +$114K | 0.29% | 144 |
|
|
2023
Q3 | $1.76M | Buy |
16,643
+1,904
| +13% | +$202K | 0.29% | 140 |
|
|
2023
Q2 | $1.71M | Sell |
14,739
-406
| -3% | -$47.2K | 0.28% | 125 |
|
|
2023
Q1 | $1.7M | Sell |
15,145
-295
| -2% | -$33.1K | 0.27% | 127 |
|
|
2022
Q4 | $1.73M | Buy |
15,440
+600
| +4% | +$67.2K | 0.29% | 116 |
|
|
2022
Q3 | $1.51M | Sell |
14,840
-284
| -2% | -$28.9K | 0.31% | 119 |
|
|
2022
Q2 | $1.7M | Sell |
15,124
-13
| -0.1% | -$1.46K | 0.33% | 115 |
|
|
2022
Q1 | $1.81M | Sell |
15,137
-270
| -2% | -$32.3K | 0.32% | 120 |
|
|
2021
Q4 | $1.61M | Sell |
15,407
-1,000
| -6% | -$105K | 0.28% | 139 |
|
|
2021
Q3 | $1.45M | Buy |
16,407
+1,438
| +10% | +$127K | 0.27% | 151 |
|
|
2021
Q2 | $1.44M | Sell |
14,969
-137
| -0.9% | -$13.2K | 0.27% | 168 |
|
|
2021
Q1 | $1.49M | Buy |
15,106
+1,983
| +15% | +$196K | 0.28% | 164 |
|
|
2020
Q4 | $1.25M | Buy |
13,123
+3,336
| +34% | +$318K | 0.26% | 173 |
|
|
2020
Q3 | $936K | Buy |
9,787
+2,112
| +28% | +$202K | 0.22% | 179 |
|
|
2020
Q2 | $764K | Sell |
7,675
-1,888
| -20% | -$188K | 0.18% | 177 |
|
|
2020
Q1 | $949K | Sell |
9,563
-405
| -4% | -$40.2K | 0.2% | 162 |
|
|
2019
Q4 | $1.12M | Buy |
9,968
+26
| +0.3% | +$2.91K | 0.17% | 169 |
|
|
2019
Q3 | $1.13M | Buy |
9,942
+60
| +0.6% | +$6.83K | 0.17% | 157 |
|
|
2019
Q2 | $1.04M | Buy |
9,882
+74
| +0.8% | +$7.81K | 0.15% | 158 |
|
|
2019
Q1 | $1.01M | Sell |
9,808
-1,676
| -15% | -$173K | 0.15% | 160 |
|
|
2018
Q4 | $1.07M | Buy |
11,484
+119
| +1% | +$11K | 0.17% | 144 |
|
|
2018
Q3 | $1.07M | Buy |
11,365
+251
| +2% | +$23.6K | 0.15% | 150 |
|
|
2018
Q2 | $1M | Buy |
11,114
+135
| +1% | +$12.2K | 0.15% | 146 |
|
|
2018
Q1 | $925K | Buy |
+10,979
| New | +$925K | 0.14% | 148 |
|