Delta Financial Advisors’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 | $1.42M | Sell |
9,186
-166
| -2% | -$25.6K | 0.5% | 55 |
|
|
2025
Q1 | $1.45M | Buy |
9,352
+14
| +0.1% | +$2.16K | 0.54% | 56 |
|
|
2024
Q4 | $1.3M | Buy |
9,338
+15
| +0.2% | +$2.09K | 0.48% | 58 |
|
|
2024
Q3 | $1.29M | Sell |
9,323
-120
| -1% | -$16.6K | 0.47% | 62 |
|
|
2024
Q2 | $1.1M | Buy |
9,443
+77
| +0.8% | +$8.98K | 0.43% | 67 |
|
|
2024
Q1 | $1.11M | Buy |
9,366
+516
| +6% | +$61.3K | 0.44% | 70 |
|
|
2023
Q4 | $1.03M | Buy |
8,850
+690
| +8% | +$80K | 0.44% | 67 |
|
|
2023
Q3 | $864K | Buy |
8,160
+10
| +0.1% | +$1.06K | 0.39% | 77 |
|
|
2023
Q2 | $948K | Buy |
8,150
+314
| +4% | +$36.5K | 0.42% | 71 |
|
|
2023
Q1 | $880K | Buy |
7,836
+7
| +0.1% | +$787 | 0.42% | 73 |
|
|
2022
Q4 | $877K | Sell |
7,829
-94
| -1% | -$10.5K | 0.43% | 73 |
|
|
2022
Q3 | $807K | Buy |
7,923
+97
| +1% | +$9.88K | 0.43% | 75 |
|
|
2022
Q2 | $877K | Sell |
7,826
-296
| -4% | -$33.2K | 0.44% | 74 |
|
|
2022
Q1 | $971K | Buy |
8,122
+345
| +4% | +$41.2K | 0.41% | 73 |
|
|
2021
Q4 | $815K | Buy |
7,777
+235
| +3% | +$24.6K | 0.33% | 80 |
|
|
2021
Q3 | $665K | Sell |
7,542
-125
| -2% | -$11K | 0.3% | 86 |
|
|
2021
Q2 | $737K | Buy |
7,667
+83
| +1% | +$7.98K | 0.32% | 84 |
|
|
2021
Q1 | $750K | Buy |
7,584
+198
| +3% | +$19.6K | 0.35% | 80 |
|
|
2020
Q4 | $705K | Sell |
7,386
-1,629
| -18% | -$155K | 0.35% | 82 |
|
|
2020
Q3 | $862K | Buy |
9,015
+1,487
| +20% | +$142K | 0.48% | 71 |
|
|
2020
Q2 | $750K | Buy |
7,528
+725
| +11% | +$72.2K | 0.44% | 72 |
|
|
2020
Q1 | $675K | Buy |
6,803
+1,425
| +26% | +$141K | 0.46% | 72 |
|
|
2019
Q4 | $602K | Buy |
5,378
+1,187
| +28% | +$133K | 0.24% | 87 |
|
|
2019
Q3 | $477K | Buy |
+4,191
| New | +$477K | 0.19% | 96 |
|