Jacobi Capital Management’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 | $1.28M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $998K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $987K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $972K | Sell |
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|
2020
Q4 | $928K | Buy |
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|
2020
Q3 | $959K | Buy |
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|
2020
Q2 | $961K | Buy |
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|
2020
Q1 | $919K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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