Global Retirement Partners’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 | $261K | Buy |
+1,693
| New | +$261K | 0.01% | 963 |
|
|
2024
Q4 | $158K | Sell |
1,131
-4,842
| -81% | -$674K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $829K | Buy |
5,973
+85
| +1% | +$11.8K | 0.03% | 488 |
|
|
2024
Q2 | $687K | Buy |
5,888
+5,396
| +1,097% | +$629K | 0.02% | 523 |
|
|
2024
Q1 | $58.5K | Buy |
492
+199
| +68% | +$23.7K | ﹤0.01% | 1346 |
|
|
2023
Q4 | $33.4K | Buy |
293
+107
| +58% | +$12.2K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $19.8K | Sell |
186
-67
| -26% | -$7.12K | ﹤0.01% | 1648 |
|
|
2023
Q2 | $29.4K | Sell |
253
-19
| -7% | -$2.21K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $30.7K | Sell |
272
-71
| -21% | -$8.02K | ﹤0.01% | 1450 |
|
|
2022
Q4 | $38.5K | Buy |
343
+145
| +73% | +$16.3K | ﹤0.01% | 1212 |
|
|
2022
Q3 | $21K | Buy |
198
+64
| +48% | +$6.79K | ﹤0.01% | 1360 |
|
|
2022
Q2 | $15K | Buy |
134
+6
| +5% | +$672 | ﹤0.01% | 1458 |
|
|
2022
Q1 | $15K | Buy |
+128
| New | +$15K | ﹤0.01% | 1449 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$9K | – | 349 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1251 |
|