Dorsey & Whitney Trust’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 | $438K | Buy |
2,839
+268
| +10% | +$41.3K | 0.02% | 444 |
|
|
2025
Q1 | $397K | Sell |
2,571
-251
| -9% | -$38.8K | 0.02% | 453 |
|
|
2024
Q4 | $393K | Buy |
2,822
+29
| +1% | +$4.04K | 0.02% | 447 |
|
|
2024
Q3 | $387K | Buy |
2,793
+423
| +18% | +$58.7K | 0.02% | 448 |
|
|
2024
Q2 | $276K | Sell |
2,370
-16
| -0.7% | -$1.87K | 0.02% | 497 |
|
|
2024
Q1 | $284K | Buy |
2,386
+8
| +0.3% | +$951 | 0.02% | 493 |
|
|
2023
Q4 | $276K | Sell |
2,378
-11
| -0.5% | -$1.28K | 0.02% | 471 |
|
|
2023
Q3 | $253K | Hold |
2,389
| – | – | 0.02% | 473 |
|
|
2023
Q2 | $278K | Buy |
2,389
+16
| +0.7% | +$1.86K | 0.02% | 461 |
|
|
2023
Q1 | $267K | Buy |
2,373
+90
| +4% | +$10.1K | 0.02% | 451 |
|
|
2022
Q4 | $256K | Buy |
2,283
+43
| +2% | +$4.82K | 0.02% | 454 |
|
|
2022
Q3 | $228K | Buy |
2,240
+64
| +3% | +$6.51K | 0.02% | 477 |
|
|
2022
Q2 | $244K | Hold |
2,176
| – | – | 0.02% | 459 |
|
|
2022
Q1 | $260K | Hold |
2,176
| – | – | 0.02% | 465 |
|
|
2021
Q4 | $228K | Sell |
2,176
-101
| -4% | -$10.6K | 0.02% | 495 |
|
|
2021
Q3 | $201K | Sell |
2,277
-90
| -4% | -$7.95K | 0.02% | 513 |
|
|
2021
Q2 | $227K | Sell |
2,367
-233
| -9% | -$22.3K | 0.02% | 478 |
|
|
2021
Q1 | $257K | Buy |
2,600
+184
| +8% | +$18.2K | 0.03% | 431 |
|
|
2020
Q4 | $231K | Buy |
+2,416
| New | +$231K | 0.03% | 412 |
|
|
2020
Q3 | – | Sell |
-2,079
| Closed | -$206K | – | 438 |
|
|
2020
Q2 | $206K | Buy |
+2,079
| New | +$206K | 0.03% | 387 |
|
|
2020
Q1 | – | Sell |
-1,868
| Closed | -$209K | – | 406 |
|
|
2019
Q4 | $209K | Sell |
1,868
-130
| -7% | -$14.5K | 0.03% | 404 |
|
|
2019
Q3 | $228K | Hold |
1,998
| – | – | 0.03% | 363 |
|
|
2019
Q2 | $210K | Hold |
1,998
| – | – | 0.03% | 354 |
|
|
2019
Q1 | $205K | Buy |
+1,998
| New | +$205K | 0.03% | 360 |
|