HBK Sorce Advisory’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,000
| Closed | -$38K | – | 609 |
|
|
2022
Q4 | $38K | Buy |
40,000
+20,000
| +100% | +$19K | ﹤0.01% | 756 |
|
|
2022
Q3 | $18K | Buy |
+20,000
| New | +$18K | ﹤0.01% | 580 |
|
|
2015
Q1 | – | Sell |
-5,880
| Closed | -$328K | – | 163 |
|
|
2014
Q4 | $328K | Hold |
5,880
| – | – | 0.11% | 127 |
|
|
2014
Q3 | $280K | Hold |
5,880
| – | – | 0.1% | 131 |
|
|
2014
Q2 | $314K | Hold |
5,880
| – | – | 0.11% | 127 |
|
|
2014
Q1 | $277K | Hold |
5,880
| – | – | 0.1% | 133 |
|
|
2013
Q4 | $267K | Hold |
5,880
| – | – | 0.1% | 134 |
|
|
2013
Q3 | $250K | Sell |
5,880
-5,880
| -50% | -$250K | 0.1% | 139 |
|
|
2013
Q2 | $482K | Buy |
+11,760
| New | +$482K | 0.1% | 136 |
|