Geneos Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.3K | Sell |
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|
2025
Q2 | $89.3K | Sell |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q4 | $71.9K | Sell |
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|
2024
Q3 | $72K | Sell |
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|
2024
Q2 | $86.8K | Sell |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $86.3K | Hold |
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|
2023
Q3 | $78.8K | Hold |
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|
2023
Q2 | $86.6K | Hold |
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|
2023
Q1 | $83.6K | Buy |
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|
2022
Q4 | $61K | Sell |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $154K | Hold |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $180K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $183K | Hold |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $66K | Hold |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $60K | Sell |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $63K | Sell |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $83K | Sell |
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|
2017
Q2 | $88K | Buy |
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|
2017
Q1 | $78K | Sell |
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|
2016
Q4 | $75K | Sell |
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|
2016
Q3 | $79K | Buy |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $93K | Buy |
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