First Dallas Securities’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 | $740K | Buy |
4,803
+3
| +0.1% | +$462 | 0.29% | 63 |
|
|
2025
Q1 | $742K | Sell |
4,800
-21
| -0.4% | -$3.25K | 0.31% | 63 |
|
|
2024
Q4 | $671K | Sell |
4,821
-99
| -2% | -$13.8K | 0.27% | 70 |
|
|
2024
Q3 | $682K | Sell |
4,920
-626
| -11% | -$86.8K | 0.29% | 63 |
|
|
2024
Q2 | $647K | Buy |
5,546
+4
| +0.1% | +$467 | 0.28% | 70 |
|
|
2024
Q1 | $659K | Sell |
5,542
-246
| -4% | -$29.3K | 0.3% | 70 |
|
|
2023
Q4 | $671K | Buy |
+5,788
| New | +$671K | 0.35% | 60 |
|
|
2023
Q3 | – | Sell |
-6,331
| Closed | -$737K | – | 138 |
|
|
2023
Q2 | $737K | Sell |
6,331
-96
| -1% | -$11.2K | 0.41% | 60 |
|
|
2023
Q1 | $722K | Sell |
6,427
-197
| -3% | -$22.1K | 0.43% | 56 |
|
|
2022
Q4 | $742K | Sell |
6,624
-180
| -3% | -$20.2K | 0.45% | 54 |
|
|
2022
Q3 | $693K | Sell |
6,804
-522
| -7% | -$53.2K | 0.48% | 55 |
|
|
2022
Q2 | $821K | Sell |
7,326
-1,271
| -15% | -$142K | 0.55% | 50 |
|
|
2022
Q1 | $1.03M | Sell |
8,597
-1,134
| -12% | -$135K | 0.58% | 51 |
|
|
2021
Q4 | $1.02M | Sell |
9,731
-9
| -0.1% | -$943 | 0.67% | 45 |
|
|
2021
Q3 | $859K | Buy |
9,740
+4
| +0% | +$353 | 0.59% | 51 |
|
|
2021
Q2 | $936K | Sell |
9,736
-652
| -6% | -$62.7K | 0.61% | 48 |
|
|
2021
Q1 | $1.03M | Buy |
10,388
+115
| +1% | +$11.4K | 0.87% | 39 |
|
|
2020
Q4 | $980K | Sell |
10,273
-182
| -2% | -$17.4K | 0.88% | 34 |
|
|
2020
Q3 | $999K | Buy |
+10,455
| New | +$999K | 1.12% | 31 |
|
|
2020
Q1 | $1.21M | Sell |
12,196
-2,072
| -15% | -$206K | 1.69% | 18 |
|
|
2019
Q4 | $1.6M | Sell |
14,268
-3,482
| -20% | -$389K | 1.36% | 22 |
|
|
2019
Q3 | $2.02M | Sell |
17,750
-800
| -4% | -$91.1K | 1.79% | 17 |
|
|
2019
Q2 | $1.96M | Sell |
18,550
-98
| -0.5% | -$10.3K | 1.71% | 18 |
|
|
2019
Q1 | $1.92M | Sell |
18,648
-2,676
| -13% | -$275K | 1.38% | 23 |
|
|
2018
Q4 | $1.98M | Sell |
21,324
-2,233
| -9% | -$207K | 1.65% | 20 |
|
|
2018
Q3 | $2.21M | Sell |
23,557
-259
| -1% | -$24.3K | 1.38% | 21 |
|
|
2018
Q2 | $2.15M | Sell |
23,816
-254
| -1% | -$22.9K | 1.37% | 22 |
|
|
2018
Q1 | $2.03M | Sell |
24,070
-101
| -0.4% | -$8.51K | 1.32% | 21 |
|
|
2017
Q4 | $2.08M | Sell |
24,171
-368
| -1% | -$31.6K | 1.32% | 19 |
|
|
2017
Q3 | $2.06M | Sell |
24,539
-192
| -0.8% | -$16.1K | 1.43% | 19 |
|
|
2017
Q2 | $2.05M | Sell |
24,731
-321
| -1% | -$26.6K | 1.5% | 19 |
|
|
2017
Q1 | $1.98M | Sell |
25,052
-1,172
| -4% | -$92.6K | 1.38% | 22 |
|
|
2016
Q4 | $1.95M | Sell |
26,224
-6,847
| -21% | -$510K | 1.34% | 19 |
|
|
2016
Q3 | $2.46M | Sell |
33,071
-21,896
| -40% | -$1.63M | 1.83% | 18 |
|
|
2016
Q2 | $4.47M | Sell |
54,967
-8,260
| -13% | -$672K | 3.45% | 4 |
|
|
2016
Q1 | $4.7M | Sell |
63,227
-7,693
| -11% | -$571K | 3.8% | 3 |
|
|
2015
Q4 | $4.47M | Sell |
70,920
-3,899
| -5% | -$246K | 3.66% | 4 |
|
|
2015
Q3 | $4.35M | Sell |
74,819
-6,123
| -8% | -$356K | 3.58% | 4 |
|
|
2015
Q2 | $4.15M | Sell |
80,942
-3,554
| -4% | -$182K | 2.99% | 7 |
|
|
2015
Q1 | $4.67M | Sell |
84,496
-11,725
| -12% | -$648K | 3.26% | 7 |
|
|
2014
Q4 | $5.36M | Sell |
96,221
-2,188
| -2% | -$122K | 3.49% | 4 |
|
|
2014
Q3 | $4.69M | Sell |
98,409
-2,643
| -3% | -$126K | 2.79% | 8 |
|
|
2014
Q2 | $5.4M | Sell |
101,052
-970
| -1% | -$51.8K | 3.24% | 6 |
|
|
2014
Q1 | $4.81M | Buy |
102,022
+190
| +0.2% | +$8.96K | 3.21% | 7 |
|
|
2013
Q4 | $4.63M | Sell |
101,832
-403
| -0.4% | -$18.3K | 3.1% | 7 |
|
|
2013
Q3 | $4.35M | Sell |
102,235
-3,844
| -4% | -$164K | 3.32% | 7 |
|
|
2013
Q2 | $4.36M | Buy |
+106,079
| New | +$4.36M | 3.35% | 6 |
|