IEQ Capital’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,910
| Closed | -$404K | – | 1333 |
|
|
2024
Q3 | $404K | Buy |
2,910
+707
| +32% | +$98.1K | 0.01% | 828 |
|
|
2024
Q2 | $257K | Buy |
2,203
+334
| +18% | +$39K | ﹤0.01% | 843 |
|
|
2024
Q1 | $222K | Buy |
1,869
+95
| +5% | +$11.3K | ﹤0.01% | 857 |
|
|
2023
Q4 | $206K | Buy |
+1,774
| New | +$206K | ﹤0.01% | 834 |
|
|
2022
Q4 | – | Sell |
-2,571
| Closed | -$262K | – | 819 |
|
|
2022
Q3 | $262K | Buy |
2,571
+590
| +30% | +$60.1K | 0.01% | 698 |
|
|
2022
Q2 | $222K | Sell |
1,981
-12
| -0.6% | -$1.35K | 0.01% | 692 |
|
|
2022
Q1 | $238K | Buy |
+1,993
| New | +$238K | 0.01% | 710 |
|