Icon Advisers’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	$1.46M	Hold	9,500	–	–	0.33%	106
2025 Q1	$1.47M	Hold	9,500	–	–	0.34%	111
2024 Q4	$1.32M	Sell	9,500 -2,500	-21%	-$348K	0.3%	122
2024 Q3	$1.66M	Hold	12,000	–	–	0.35%	114
2024 Q2	$1.39M	Hold	12,000	–	–	0.31%	116
2024 Q1	$1.41M	Hold	12,000	–	–	0.31%	125
2023 Q4	$1.39M	Hold	12,000	–	–	0.32%	119
2023 Q3	$1.27M	Hold	12,000	–	–	0.32%	128
2023 Q2	$1.4M	Hold	12,000	–	–	0.35%	112
2023 Q1	$1.35M	Buy	+12,000	New	+$1.35M	0.34%	120
2018 Q4	–	Sell	-7,800	Closed	-$732K	–	276
2018 Q3	$732K	Buy	7,800 +700	+10%	+$65.7K	0.06%	231
2018 Q2	$640K	Hold	7,100	–	–	0.05%	251
2018 Q1	$598K	Hold	7,100	–	–	0.05%	267
2017 Q4	$610K	Buy	+7,100	New	+$610K	0.04%	282
2016 Q1	–	Sell	-57,766	Closed	-$3.64M	–	338
2015 Q4	$3.64M	Sell	57,766 -69,000	-54%	-$4.35M	0.25%	127
2015 Q3	$7.38M	Buy	126,766 +38,766	+44%	+$2.26M	0.51%	70
2015 Q2	$4.51M	Buy	+88,000	New	+$4.51M	0.28%	107
2015 Q1	–	Sell	-52,100	Closed	-$2.9M	–	341
2014 Q4	$2.9M	Sell	52,100 -350,700	-87%	-$19.5M	0.17%	132
2014 Q3	$19.2M	Buy	402,800 +89,800	+29%	+$4.28M	1.12%	24
2014 Q2	$16.7M	Sell	313,000 -12,300	-4%	-$657K	1.05%	24
2014 Q1	$15.3M	Buy	325,300 +32,500	+11%	+$1.53M	1.1%	18
2013 Q4	$13.3M	Buy	292,800 +19,400	+7%	+$881K	0.97%	23
2013 Q3	$11.6M	Buy	273,400 +253,600	+1,281%	+$10.8M	0.89%	27
2013 Q2	$813K	Buy	+19,800	New	+$813K	0.06%	241