Everett Harris & Co’s Atmos Energy ATO Stock Holding History

Everett Harris & Co’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Hold	2,422	–	–	﹤0.01%	250
2025 Q1	$374K	Hold	2,422	–	–	﹤0.01%	239
2024 Q4	$337K	Hold	2,422	–	–	﹤0.01%	231
2024 Q3	$336K	Hold	2,422	–	–	﹤0.01%	222
2024 Q2	$283K	Hold	2,422	–	–	﹤0.01%	236
2024 Q1	$288K	Sell	2,422 -1,000	-29%	-$119K	﹤0.01%	231
2023 Q4	$397K	Sell	3,422 -500	-13%	-$58K	0.01%	195
2023 Q3	$415K	Hold	3,922	–	–	0.01%	179
2023 Q2	$456K	Hold	3,922	–	–	0.01%	178
2023 Q1	$441K	Hold	3,922	–	–	0.01%	181
2022 Q4	$440K	Hold	3,922	–	–	0.01%	183
2022 Q3	$399K	Hold	3,922	–	–	0.01%	188
2022 Q2	$440K	Sell	3,922 -86	-2%	-$9.65K	0.01%	190
2022 Q1	$479K	Buy	4,008 +86	+2%	+$10.3K	0.01%	190
2021 Q4	$411K	Hold	3,922	–	–	0.01%	206
2021 Q3	$346K	Buy	3,922 +197	+5%	+$17.4K	0.01%	210
2021 Q2	$358K	Hold	3,725	–	–	0.01%	210
2021 Q1	$368K	Hold	3,725	–	–	0.01%	204
2020 Q4	$355K	Hold	3,725	–	–	0.01%	206
2020 Q3	$356K	Sell	3,725 -100	-3%	-$9.56K	0.01%	188
2020 Q2	$381K	Hold	3,825	–	–	0.01%	173
2020 Q1	$380K	Sell	3,825 -525	-12%	-$52.2K	0.01%	166
2019 Q4	$487K	Hold	4,350	–	–	0.01%	184
2019 Q3	$495K	Hold	4,350	–	–	0.01%	174
2019 Q2	$459K	Sell	4,350 -50	-1%	-$5.28K	0.01%	181
2019 Q1	$453K	Hold	4,400	–	–	0.01%	179
2018 Q4	$408K	Hold	4,400	–	–	0.01%	177
2018 Q3	$413K	Hold	4,400	–	–	0.01%	186
2018 Q2	$397K	Sell	4,400 -100	-2%	-$9.02K	0.01%	189
2018 Q1	$379K	Buy	4,500 +1,000	+29%	+$84.2K	0.01%	184
2017 Q4	$301K	Hold	3,500	–	–	0.01%	203
2017 Q3	$293K	Hold	3,500	–	–	0.01%	203
2017 Q2	$290K	Hold	3,500	–	–	0.01%	199
2017 Q1	$276K	Hold	3,500	–	–	0.01%	202
2016 Q4	$260K	Hold	3,500	–	–	0.01%	204
2016 Q3	$261K	Hold	3,500	–	–	0.01%	201
2016 Q2	$285K	Hold	3,500	–	–	0.01%	204
2016 Q1	$260K	Hold	3,500	–	–	0.01%	214
2015 Q4	$221K	Hold	3,500	–	–	0.01%	213
2015 Q3	$204K	Buy	+3,500	New	+$204K	0.01%	222