JCM
Jacobi Capital Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
8,315
-28
| -0.3% | -$4.32K | 0.09% | 239 |
|
|
2025
Q1 | $1.29M | Sell |
8,343
-112
| -1% | -$17.3K | 0.1% | 214 |
|
|
2024
Q4 | $1.18M | Sell |
8,455
-88
| -1% | -$12.3K | 0.09% | 221 |
|
|
2024
Q3 | $1.18M | Sell |
8,543
-77
| -0.9% | -$10.7K | 0.09% | 211 |
|
|
2024
Q2 | $1.01M | Buy |
8,620
+10
| +0.1% | +$1.17K | 0.09% | 214 |
|
|
2024
Q1 | $1.02M | Sell |
8,610
-764
| -8% | -$90.8K | 0.09% | 199 |
|
|
2023
Q4 | $1.09M | Sell |
9,374
-45
| -0.5% | -$5.22K | 0.11% | 179 |
|
|
2023
Q3 | $998K | Sell |
9,419
-80
| -0.8% | -$8.48K | 0.11% | 177 |
|
|
2023
Q2 | $1.11M | Sell |
9,499
-350
| -4% | -$40.7K | 0.12% | 162 |
|
|
2023
Q1 | $1.11M | Buy |
9,849
+184
| +2% | +$20.7K | 0.13% | 160 |
|
|
2022
Q4 | $1.08M | Sell |
9,665
-20
| -0.2% | -$2.24K | 0.14% | 154 |
|
|
2022
Q3 | $987K | Sell |
9,685
-27
| -0.3% | -$2.75K | 0.14% | 155 |
|
|
2022
Q2 | $1.09M | Sell |
9,712
-24
| -0.2% | -$2.69K | 0.14% | 148 |
|
|
2022
Q1 | $1.16M | Buy |
9,736
+28
| +0.3% | +$3.35K | 0.14% | 143 |
|
|
2021
Q4 | $1.02M | Buy |
9,708
+71
| +0.7% | +$7.45K | 0.12% | 160 |
|
|
2021
Q3 | $850K | Sell |
9,637
-101
| -1% | -$8.91K | 0.11% | 164 |
|
|
2021
Q2 | $936K | Sell |
9,738
-93
| -0.9% | -$8.94K | 0.12% | 147 |
|
|
2021
Q1 | $972K | Sell |
9,831
-362
| -4% | -$35.8K | 0.14% | 138 |
|
|
2020
Q4 | $928K | Buy |
10,193
+372
| +4% | +$33.9K | 0.15% | 126 |
|
|
2020
Q3 | $959K | Buy |
9,821
+582
| +6% | +$56.8K | 0.17% | 109 |
|
|
2020
Q2 | $961K | Buy |
9,239
+261
| +3% | +$27.1K | 0.18% | 97 |
|
|
2020
Q1 | $919K | Sell |
8,978
-854
| -9% | -$87.4K | 0.2% | 95 |
|
|
2019
Q4 | $1.15M | Buy |
9,832
+26
| +0.3% | +$3.05K | 0.21% | 91 |
|
|
2019
Q3 | $1.11M | Sell |
9,806
-159
| -2% | -$18K | 0.22% | 88 |
|
|
2019
Q2 | $1.06M | Buy |
+9,965
| New | +$1.06M | 0.22% | 89 |
|