Independent Advisor Alliance’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 | $1.11M | Sell |
7,232
-243
| -3% | -$37.5K | 0.03% | 391 |
|
|
2025
Q1 | $1.16M | Sell |
7,475
-588
| -7% | -$90.9K | 0.04% | 349 |
|
|
2024
Q4 | $1.12M | Buy |
8,063
+63
| +0.8% | +$8.78K | 0.01% | 700 |
|
|
2024
Q3 | $1.11M | Sell |
8,000
-117
| -1% | -$16.2K | 0.04% | 314 |
|
|
2024
Q2 | $947K | Buy |
8,117
+1,174
| +17% | +$137K | 0.03% | 335 |
|
|
2024
Q1 | $825K | Buy |
6,943
+1,010
| +17% | +$120K | 0.03% | 355 |
|
|
2023
Q4 | $688K | Sell |
5,933
-1,862
| -24% | -$216K | 0.02% | 371 |
|
|
2023
Q3 | $826K | Buy |
7,795
+1,136
| +17% | +$120K | 0.04% | 322 |
|
|
2023
Q2 | $775K | Sell |
6,659
-382
| -5% | -$44.4K | 0.03% | 342 |
|
|
2023
Q1 | $791K | Buy |
+7,041
| New | +$791K | 0.04% | 329 |
|
|
2022
Q4 | – | Sell |
-6,200
| Closed | -$631K | – | 439 |
|
|
2022
Q3 | $631K | Buy |
6,200
+1,811
| +41% | +$184K | 0.04% | 322 |
|
|
2022
Q2 | $492K | Sell |
4,389
-802
| -15% | -$89.9K | 0.03% | 371 |
|
|
2022
Q1 | $620K | Buy |
5,191
+2,169
| +72% | +$259K | 0.03% | 353 |
|
|
2021
Q4 | $317K | Buy |
+3,022
| New | +$317K | 0.02% | 506 |
|