HL Financial Services’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.32M | Buy |
12,783
+1,262
| +11% | +$123K | 0.02% | 346 |
|
|
2018
Q4 | $1.07M | Buy |
11,521
+3,614
| +46% | +$345K | 0.02% | 354 |
|
|
2018
Q3 | $743K | Hold |
7,907
| – | – | 0.01% | 441 |
|
|
2018
Q2 | $713K | Hold |
7,907
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $666K | Sell |
7,907
-352
| -4% | -$28.7K | 0.01% | 434 |
|
|
2017
Q4 | $709K | Buy |
8,259
+3,266
| +65% | +$287K | 0.01% | 363 |
|
|
2017
Q3 | $419K | Sell |
4,993
-983
| -16% | -$84.8K | 0.01% | 519 |
|
|
2017
Q2 | $496K | Buy |
5,976
+699
| +13% | +$57.3K | 0.01% | 467 |
|
|
2017
Q1 | $417K | Sell |
5,277
-584
| -10% | -$44.8K | 0.01% | 495 |
|
|
2016
Q4 | $435K | Buy |
5,861
+2
| +0% | +$144 | 0.01% | 482 |
|
|
2016
Q3 | $436K | Sell |
5,859
-513
| -8% | -$39.5K | 0.01% | 454 |
|
|
2016
Q2 | $518K | Sell |
6,372
-225
| -3% | -$16.7K | 0.01% | 421 |
|
|
2016
Q1 | $490K | Sell |
6,597
-12,420
| -65% | -$853K | 0.01% | 436 |
|
|
2015
Q4 | $1.2M | Sell |
19,017
-5,608
| -23% | -$345K | 0.03% | 281 |
|
|
2015
Q3 | $1.43M | Sell |
24,625
-1,393
| -5% | -$76.5K | 0.04% | 231 |
|
|
2015
Q2 | $1.33M | Buy |
26,018
+1,314
| +5% | +$70.4K | 0.04% | 241 |
|
|
2015
Q1 | $1.37M | Buy |
24,704
+7,058
| +40% | +$388K | 0.04% | 235 |
|
|
2014
Q4 | $984K | Buy |
17,646
+595
| +3% | +$31.3K | 0.03% | 275 |
|
|
2014
Q3 | $813K | Buy |
17,051
+1,325
| +8% | +$66.1K | 0.02% | 299 |
|
|
2014
Q2 | $840K | Sell |
15,726
-4,760
| -23% | -$241K | 0.02% | 307 |
|
|
2014
Q1 | $966K | Buy |
20,486
+3,149
| +18% | +$145K | 0.03% | 256 |
|
|
2013
Q4 | $787K | Buy |
17,337
+5,859
| +51% | +$259K | 0.02% | 289 |
|
|
2013
Q3 | $489K | Buy |
11,478
+1,413
| +14% | +$59.7K | 0.02% | 361 |
|
|
2013
Q2 | $413K | Buy |
+10,065
| New | +$429K | 0.02% | 372 |
|
Other funds holding ATO
MAM
