Jones Financial Companies’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 | $5.44M | Buy |
35,663
+2,331
| +7% | +$355K | ﹤0.01% | 476 |
|
|
2025
Q1 | $5.08M | Buy |
33,332
+5,720
| +21% | +$872K | ﹤0.01% | 419 |
|
|
2024
Q4 | $3.85M | Buy |
27,612
+6,096
| +28% | +$849K | ﹤0.01% | 405 |
|
|
2024
Q3 | $2.96M | Buy |
21,516
+11,045
| +105% | +$1.52M | ﹤0.01% | 372 |
|
|
2024
Q2 | $1.22M | Buy |
10,471
+9,383
| +862% | +$1.09M | ﹤0.01% | 397 |
|
|
2024
Q1 | $129K | Buy |
1,088
+766
| +238% | +$91.1K | ﹤0.01% | 541 |
|
|
2023
Q4 | $37.3K | Sell |
322
-102
| -24% | -$11.8K | ﹤0.01% | 512 |
|
|
2023
Q3 | $44.9K | Sell |
424
-195
| -32% | -$20.7K | ﹤0.01% | 376 |
|
|
2023
Q2 | $72K | Sell |
619
-627
| -50% | -$72.9K | ﹤0.01% | 336 |
|
|
2023
Q1 | $140K | Buy |
1,246
+280
| +29% | +$31.5K | ﹤0.01% | 285 |
|
|
2022
Q4 | $108K | Hold |
966
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $98K | Sell |
966
-312
| -24% | -$31.7K | ﹤0.01% | 286 |
|
|
2022
Q2 | $143K | Sell |
1,278
-677
| -35% | -$75.8K | ﹤0.01% | 260 |
|
|
2022
Q1 | $234K | Buy |
1,955
+250
| +15% | +$29.9K | ﹤0.01% | 238 |
|
|
2021
Q4 | $179K | Sell |
1,705
-43
| -2% | -$4.51K | ﹤0.01% | 265 |
|
|
2021
Q3 | $154K | Sell |
1,748
-6
| -0.3% | -$529 | ﹤0.01% | 240 |
|
|
2021
Q2 | $169K | Buy |
1,754
+1,007
| +135% | +$97K | ﹤0.01% | 235 |
|
|
2021
Q1 | $74K | Buy |
747
+24
| +3% | +$2.38K | ﹤0.01% | 304 |
|
|
2020
Q4 | $69K | Buy |
+723
| New | +$69K | ﹤0.01% | 273 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$29K | – | 721 |
|
|
2013
Q2 | $29K | Buy |
+700
| New | +$29K | ﹤0.01% | 396 |
|