IFP Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $675K | Sell |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $526K | Buy |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $511K | Sell |
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|
2018
Q1 | $505K | Hold |
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|
2017
Q4 | $505K | Sell |
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|
2017
Q3 | $878K | Buy |
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|
2017
Q2 | $863K | Buy |
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|
2017
Q1 | $789K | Buy |
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|
2016
Q4 | $709K | Buy |
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|
2016
Q3 | $506K | Buy |
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|
2016
Q2 | $546K | Buy |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $363K | Buy |
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