Gradient Investments’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,199
| Closed | -$140K | – | 359 |
|
|
2024
Q2 | $140K | Sell |
1,199
-66
| -5% | -$7.7K | ﹤0.01% | 359 |
|
|
2024
Q1 | $150K | Sell |
1,265
-1,066
| -46% | -$127K | ﹤0.01% | 322 |
|
|
2023
Q4 | $270K | Sell |
2,331
-510
| -18% | -$59.1K | 0.01% | 313 |
|
|
2023
Q3 | $301K | Sell |
2,841
-358
| -11% | -$37.9K | 0.01% | 276 |
|
|
2023
Q2 | $372K | Sell |
3,199
-133,403
| -98% | -$15.5M | 0.01% | 266 |
|
|
2023
Q1 | $15.3M | Buy |
136,602
+134,197
| +5,580% | +$15.1M | 0.42% | 78 |
|
|
2022
Q4 | $270K | Sell |
2,405
-65
| -3% | -$7.29K | 0.01% | 280 |
|
|
2022
Q3 | $252K | Hold |
2,470
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $277K | Buy |
2,470
+1,100
| +80% | +$123K | 0.01% | 266 |
|
|
2022
Q1 | $164K | Sell |
1,370
-131,238
| -99% | -$15.7M | ﹤0.01% | 308 |
|
|
2021
Q4 | $13.9M | Buy |
132,608
+6,397
| +5% | +$670K | 0.35% | 75 |
|
|
2021
Q3 | $11.1M | Buy |
126,211
+7,125
| +6% | +$628K | 0.31% | 103 |
|
|
2021
Q2 | $11.4M | Buy |
119,086
+2,582
| +2% | +$248K | 0.33% | 87 |
|
|
2021
Q1 | $11.5M | Buy |
116,504
+15,513
| +15% | +$1.53M | 0.37% | 51 |
|
|
2020
Q4 | $9.65M | Sell |
100,991
-1,463
| -1% | -$140K | 0.41% | 65 |
|
|
2020
Q3 | $9.79M | Buy |
102,454
+100,152
| +4,351% | +$9.57M | 0.41% | 65 |
|
|
2020
Q2 | $229K | Sell |
2,302
-267
| -10% | -$26.6K | 0.01% | 234 |
|
|
2020
Q1 | $255K | Hold |
2,569
| – | – | 0.01% | 220 |
|
|
2019
Q4 | $287K | Buy |
2,569
+297
| +13% | +$33.2K | 0.01% | 237 |
|
|
2019
Q3 | $259K | Buy |
2,272
+40
| +2% | +$4.56K | 0.01% | 247 |
|
|
2019
Q2 | $236K | Hold |
2,232
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $230K | Hold |
2,232
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $207K | Buy |
+2,232
| New | +$207K | 0.01% | 224 |
|
|
2018
Q2 | – | Sell |
-164
| Closed | -$14K | – | 982 |
|
|
2018
Q1 | $14K | Buy |
+164
| New | +$14K | ﹤0.01% | 553 |
|
|
2014
Q2 | – | Sell |
-47
| Closed | -$2K | – | 502 |
|
|
2014
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 434 |
|