Fulton Breakefield Broenniman’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 | $343K | Sell |
2,227
-683
| -23% | -$105K | 0.02% | 147 |
|
|
2025
Q1 | $450K | Sell |
2,910
-502
| -15% | -$77.6K | 0.03% | 120 |
|
|
2024
Q4 | $475K | Buy |
3,412
+194
| +6% | +$27K | 0.03% | 119 |
|
|
2024
Q3 | $446K | Sell |
3,218
-955
| -23% | -$132K | 0.03% | 121 |
|
|
2024
Q2 | $487K | Sell |
4,173
-60
| -1% | -$7K | 0.04% | 115 |
|
|
2024
Q1 | $503K | Sell |
4,233
-45
| -1% | -$5.35K | 0.04% | 110 |
|
|
2023
Q4 | $496K | Sell |
4,278
-135
| -3% | -$15.6K | 0.04% | 114 |
|
|
2023
Q3 | $468K | Hold |
4,413
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $513K | Hold |
4,413
| – | – | 0.04% | 113 |
|
|
2023
Q1 | $496K | Hold |
4,413
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $495K | Buy |
4,413
+9
| +0.2% | +$1.01K | 0.04% | 111 |
|
|
2022
Q3 | $449K | Buy |
4,404
+9
| +0.2% | +$918 | 0.04% | 106 |
|
|
2022
Q2 | $493K | Buy |
+4,395
| New | +$493K | 0.04% | 110 |
|
|
2022
Q1 | – | Sell |
-4,979
| Closed | -$522K | – | 169 |
|
|
2021
Q4 | $522K | Buy |
4,979
+2,022
| +68% | +$212K | 0.04% | 118 |
|
|
2021
Q3 | $261K | Sell |
2,957
-450
| -13% | -$39.7K | 0.02% | 159 |
|
|
2021
Q2 | $327K | Hold |
3,407
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $337K | Buy |
3,407
+120
| +4% | +$11.9K | 0.03% | 149 |
|
|
2020
Q4 | $314K | Sell |
3,287
-120
| -4% | -$11.5K | 0.04% | 115 |
|
|
2020
Q3 | $326K | Sell |
3,407
-125
| -4% | -$12K | 0.04% | 143 |
|
|
2020
Q2 | $352K | Sell |
3,532
-125
| -3% | -$12.5K | 0.04% | 129 |
|
|
2020
Q1 | $363K | Sell |
3,657
-5
| -0.1% | -$496 | 0.05% | 111 |
|
|
2019
Q4 | $410K | Hold |
3,662
| – | – | 0.05% | 131 |
|
|
2019
Q3 | $417K | Buy |
+3,662
| New | +$417K | 0.05% | 116 |
|
|
2016
Q2 | – | Sell |
-20,574
| Closed | -$1.53M | – | 120 |
|
|
2016
Q1 | $1.53M | Buy |
20,574
+3,425
| +20% | +$254K | 0.33% | 76 |
|
|
2015
Q4 | $1.08M | Sell |
17,149
-570
| -3% | -$35.9K | 0.24% | 89 |
|
|
2015
Q3 | $1.03M | Sell |
17,719
-4,934
| -22% | -$287K | 0.24% | 91 |
|
|
2015
Q2 | $1.16M | Sell |
22,653
-1,119
| -5% | -$57.4K | 0.25% | 91 |
|
|
2015
Q1 | $1.32M | Sell |
23,772
-1,195
| -5% | -$66.1K | 0.29% | 88 |
|
|
2014
Q4 | $1.39M | Sell |
24,967
-943
| -4% | -$52.6K | 0.3% | 87 |
|
|
2014
Q3 | $1.24M | Sell |
25,910
-537
| -2% | -$25.6K | 0.29% | 91 |
|
|
2014
Q2 | $1.41M | Sell |
26,447
-1,933
| -7% | -$103K | 0.34% | 86 |
|
|
2014
Q1 | $1.34M | Sell |
28,380
-836
| -3% | -$39.4K | 0.34% | 83 |
|
|
2013
Q4 | $1.33M | Sell |
29,216
-2,804
| -9% | -$127K | 0.35% | 86 |
|
|
2013
Q3 | $1.36M | Buy |
32,020
+657
| +2% | +$28K | 0.37% | 83 |
|
|
2013
Q2 | $1.29M | Buy |
+31,363
| New | +$1.29M | 0.38% | 81 |
|