IFP Advisors’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 | $325K | Buy |
2,086
+65
| +3% | +$10.1K | 0.01% | 1028 |
|
|
2025
Q1 | $318K | Sell |
2,021
-153
| -7% | -$24K | 0.01% | 958 |
|
|
2024
Q4 | $307K | Sell |
2,174
-20
| -0.9% | -$2.83K | 0.01% | 927 |
|
|
2024
Q3 | $305K | Sell |
2,194
-2,375
| -52% | -$330K | 0.01% | 889 |
|
|
2024
Q2 | $533K | Sell |
4,569
-1,112
| -20% | -$130K | 0.02% | 634 |
|
|
2024
Q1 | $675K | Sell |
5,681
-375
| -6% | -$44.6K | 0.03% | 523 |
|
|
2023
Q4 | $702K | Sell |
6,056
-1,927
| -24% | -$223K | 0.03% | 473 |
|
|
2023
Q3 | $846K | Buy |
7,983
+383
| +5% | +$40.6K | 0.04% | 436 |
|
|
2023
Q2 | $884K | Buy |
7,600
+3,011
| +66% | +$350K | 0.04% | 464 |
|
|
2023
Q1 | $164K | Sell |
4,589
-2,678
| -37% | -$95.9K | 0.01% | 1030 |
|
|
2022
Q4 | $264K | Sell |
7,267
-6,732
| -48% | -$245K | 0.01% | 1198 |
|
|
2022
Q3 | $515K | Buy |
13,999
+1,369
| +11% | +$50.4K | 0.01% | 918 |
|
|
2022
Q2 | $464K | Hold |
12,630
| – | – | 0.01% | 888 |
|
|
2022
Q1 | $464K | Buy |
12,630
+8,148
| +182% | +$299K | 0.01% | 888 |
|
|
2021
Q4 | $469K | Buy |
4,482
+47
| +1% | +$4.92K | 0.01% | 606 |
|
|
2021
Q3 | $392K | Buy |
4,435
+544
| +14% | +$48.1K | 0.01% | 645 |
|
|
2021
Q2 | $372K | Sell |
3,891
-2,140
| -35% | -$205K | 0.01% | 641 |
|
|
2021
Q1 | $595K | Buy |
6,031
+346
| +6% | +$34.1K | 0.01% | 469 |
|
|
2020
Q4 | $547K | Buy |
5,685
+1,187
| +26% | +$114K | 0.02% | 481 |
|
|
2020
Q3 | $433K | Buy |
4,498
+487
| +12% | +$46.9K | 0.03% | 467 |
|
|
2020
Q2 | $396K | Buy |
4,011
+656
| +20% | +$64.8K | 0.03% | 462 |
|
|
2020
Q1 | $323K | Sell |
3,355
-118
| -3% | -$11.4K | 0.03% | 440 |
|
|
2019
Q4 | $382K | Sell |
3,473
-1,171
| -25% | -$129K | 0.03% | 484 |
|
|
2019
Q3 | $526K | Buy |
+4,644
| New | +$526K | 0.04% | 477 |
|
|
2019
Q1 | $276K | Sell |
2,670
-565
| -17% | -$58.4K | 0.04% | 401 |
|
|
2018
Q4 | $296K | Sell |
3,235
-142
| -4% | -$13K | 0.02% | 715 |
|
|
2018
Q3 | $317K | Sell |
3,377
-2,288
| -40% | -$215K | 0.01% | 860 |
|
|
2018
Q2 | $511K | Sell |
5,665
-217
| -4% | -$19.6K | 0.02% | 651 |
|
|
2018
Q1 | $505K | Hold |
5,882
| – | – | 0.02% | 622 |
|
|
2017
Q4 | $505K | Sell |
5,882
-4,592
| -44% | -$394K | 0.02% | 620 |
|
|
2017
Q3 | $878K | Buy |
10,474
+66
| +0.6% | +$5.53K | 0.03% | 475 |
|
|
2017
Q2 | $863K | Buy |
10,408
+422
| +4% | +$35K | 0.04% | 473 |
|
|
2017
Q1 | $789K | Buy |
9,986
+423
| +4% | +$33.4K | 0.03% | 499 |
|
|
2016
Q4 | $709K | Buy |
9,563
+2,766
| +41% | +$205K | 0.03% | 490 |
|
|
2016
Q3 | $506K | Buy |
6,797
+77
| +1% | +$5.73K | 0.03% | 560 |
|
|
2016
Q2 | $546K | Buy |
6,720
+4,050
| +152% | +$329K | 0.03% | 518 |
|
|
2016
Q1 | $276K | Sell |
2,670
-3,084
| -54% | -$319K | 0.04% | 401 |
|
|
2015
Q4 | $363K | Buy |
+5,754
| New | +$363K | 0.02% | 580 |
|