Harbor Investment Advisory’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-86
| Closed | -$14.4K | – | 1239 |
|
|
2025
Q4 | $14.4K | Hold |
86
| – | – | ﹤0.01% | 875 |
|
|
2025
Q3 | $14.7K | Hold |
86
| – | – | ﹤0.01% | 842 |
|
|
2025
Q2 | $13.3K | Hold |
86
| – | – | ﹤0.01% | 839 |
|
|
2025
Q1 | $13.3K | Hold |
86
| – | – | ﹤0.01% | 818 |
|
|
2024
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $11.9K | Hold |
86
| – | – | ﹤0.01% | 837 |
|
|
2024
Q2 | $10K | Hold |
86
| – | – | ﹤0.01% | 858 |
|
|
2024
Q1 | $10.2K | Hold |
86
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $9.97K | Hold |
86
| – | – | ﹤0.01% | 831 |
|
|
2023
Q3 | $9.11K | Hold |
86
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $10K | Hold |
86
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q1 | $9.66K | Hold |
86
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q4 | $9.64K | Hold |
86
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q2 | $10K | Hold |
86
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q1 | $10K | Hold |
86
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q4 | $9K | Sell |
86
-10
| -10% | -$948 | ﹤0.01% | 1068 |
|
|
2021
Q3 | $8K | Hold |
96
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $9K | Hold |
96
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q1 | $9K | Buy |
96
+36
| +60% | +$3.28K | ﹤0.01% | 1000 |
|
|
2020
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 993 |
|
|
2020
Q3 | $6K | Buy |
60
+50
| +500% | +$4.99K | ﹤0.01% | 912 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1.01K | ﹤0.01% | 1041 |
|
Other funds holding ATO
VCM
VPM