Janney Montgomery Scott’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.1M | Sell |
141,530
-13,849
| -9% | -$2.45M | 0.06% | 284 |
|
|
2025
Q4 | $26M | Sell |
155,379
-645
| -0.4% | -$112K | 0.06% | 307 |
|
|
2025
Q3 | $26.6M | Sell |
156,024
-4,679
| -3% | -$755K | 0.06% | 292 |
|
|
2025
Q2 | $24.8M | Sell |
160,703
-6,930
| -4% | -$1.08M | 0.06% | 292 |
|
|
2025
Q1 | $25.9M | Sell |
167,633
-5,536
| -3% | -$808K | 0.07% | 265 |
|
|
2024
Q4 | $24.1M | Buy |
173,169
+6,401
| +4% | +$911K | 0.07% | 288 |
|
|
2024
Q3 | $23.1M | Sell |
166,768
-5,668
| -3% | -$728K | 0.06% | 297 |
|
|
2024
Q2 | $20.1M | Sell |
172,436
-5,534
| -3% | -$645K | 0.06% | 322 |
|
|
2024
Q1 | $21.2M | Buy |
177,970
+7,703
| +5% | +$884K | 0.06% | 312 |
|
|
2023
Q4 | $19.7M | Buy |
170,267
+2,123
| +1% | +$237K | 0.06% | 300 |
|
|
2023
Q3 | $17.8M | Buy |
168,144
+2,223
| +1% | +$259K | 0.07% | 281 |
|
|
2023
Q2 | $19.3M | Buy |
+165,921
| New | +$19.2M | 0.07% | 268 |
|
|
2023
Q1 | – | Sell |
-166,400
| Closed | -$18.6M | – | 2515 |
|
|
2022
Q4 | $18.6M | Buy |
166,400
+28,223
| +20% | +$3.1M | 0.07% | 254 |
|
|
2022
Q3 | $14.1M | Buy |
+138,177
| New | +$15.8M | 0.06% | 294 |
|
|
2021
Q1 | – | Sell |
-86,487
| Closed | -$8.25M | – | 2214 |
|
|
2020
Q4 | $8.25M | Sell |
86,487
-118,936
| -58% | -$11.5M | 0.04% | 374 |
|
|
2020
Q3 | $19.6M | Buy |
205,423
+9,581
| +5% | +$956K | 0.11% | 181 |
|
|
2020
Q2 | $19.5M | Buy |
195,842
+19,698
| +11% | +$1.99M | 0.12% | 176 |
|
|
2020
Q1 | $17.5M | Buy |
176,144
+21,496
| +14% | +$2.36M | 0.14% | 174 |
|
|
2019
Q4 | $17.3M | Buy |
154,648
+122,535
| +382% | +$13.4M | 0.11% | 200 |
|
|
2019
Q3 | $3.66M | Buy |
32,113
+2,961
| +10% | +$324K | 0.03% | 540 |
|
|
2019
Q2 | $3.08M | Sell |
29,152
-1,142
| -4% | -$117K | 0.02% | 575 |
|
|
2019
Q1 | $3.12M | Buy |
30,294
+544
| +2% | +$53K | 0.03% | 547 |
|
|
2018
Q4 | $2.76M | Buy |
29,750
+1,013
| +4% | +$96.8K | 0.03% | 529 |
|
|
2018
Q3 | $2.7M | Buy |
28,737
+403
| +1% | +$37.2K | 0.02% | 602 |
|
|
2018
Q2 | $2.55M | Sell |
28,334
-1,095
| -4% | -$94.8K | 0.02% | 583 |
|
|
2018
Q1 | $2.48M | Buy |
29,429
+2,671
| +10% | +$217K | 0.02% | 577 |
|
|
2017
Q4 | $2.3M | Buy |
26,758
+4,112
| +18% | +$362K | 0.02% | 598 |
|
|
2017
Q3 | $1.9M | Buy |
22,646
+1,775
| +9% | +$153K | 0.02% | 636 |
|
|
2017
Q2 | $1.73M | Sell |
20,871
-1,457
| -7% | -$120K | 0.02% | 631 |
|
|
2017
Q1 | $1.76M | Buy |
22,328
+482
| +2% | +$37K | 0.02% | 603 |
|
|
2016
Q4 | $1.62M | Buy |
21,846
+2,374
| +12% | +$171K | 0.02% | 575 |
|
|
2016
Q3 | $1.45M | Buy |
+19,472
| New | +$1.5M | 0.03% | 535 |
|
|
2016
Q2 | – | Sell |
-20,956
| Closed | -$1.56M | – | 681 |
|
|
2016
Q1 | $1.56M | Buy |
20,956
+1,206
| +6% | +$82.8K | 0.04% | 402 |
|
|
2015
Q4 | $1.25M | Buy |
+19,750
| New | +$1.21M | 0.03% | 484 |
|
Other funds holding ATO
VCM
VPM
