KLI
Kelman-Lazarov Inc’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,761
| Closed | -$204K | – | 106 |
|
|
2023
Q4 | $204K | Buy |
+1,761
| New | +$204K | 0.04% | 102 |
|
|
2023
Q3 | – | Sell |
-1,765
| Closed | -$205K | – | 97 |
|
|
2023
Q2 | $205K | Buy |
+1,765
| New | +$205K | 0.05% | 97 |
|
|
2022
Q4 | – | Sell |
-2,628
| Closed | -$268K | – | 92 |
|
|
2022
Q3 | $268K | Sell |
2,628
-66
| -2% | -$6.73K | 0.09% | 76 |
|
|
2022
Q2 | $302K | Sell |
2,694
-646
| -19% | -$72.4K | 0.1% | 68 |
|
|
2022
Q1 | $399K | Hold |
3,340
| – | – | 0.13% | 57 |
|
|
2021
Q4 | $350K | Hold |
3,340
| – | – | 0.11% | 63 |
|
|
2021
Q3 | $295K | Hold |
3,340
| – | – | 0.1% | 66 |
|
|
2021
Q2 | $321K | Hold |
3,340
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $330K | Hold |
3,340
| – | – | 0.12% | 63 |
|
|
2020
Q4 | $319K | Hold |
3,340
| – | – | 0.12% | 63 |
|
|
2020
Q3 | $319K | Sell |
3,340
-180
| -5% | -$17.2K | 0.15% | 59 |
|
|
2020
Q2 | $351K | Sell |
3,520
-4,884
| -58% | -$487K | 0.16% | 51 |
|
|
2020
Q1 | $834K | Sell |
8,404
-4,459
| -35% | -$443K | 0.45% | 30 |
|
|
2019
Q4 | $1.44M | Sell |
12,863
-294
| -2% | -$32.9K | 0.65% | 26 |
|
|
2019
Q3 | $1.5M | Sell |
13,157
-135
| -1% | -$15.4K | 0.74% | 26 |
|
|
2019
Q2 | $1.4M | Sell |
13,292
-683
| -5% | -$72.1K | 0.72% | 26 |
|
|
2019
Q1 | $1.44M | Sell |
13,975
-192
| -1% | -$19.8K | 0.76% | 25 |
|
|
2018
Q4 | $1.31M | Buy |
14,167
+209
| +1% | +$19.4K | 0.82% | 29 |
|
|
2018
Q3 | $1.31M | Sell |
13,958
-2,603
| -16% | -$244K | 0.77% | 34 |
|
|
2018
Q2 | $1.49M | Sell |
16,561
-794
| -5% | -$71.6K | 0.8% | 36 |
|
|
2018
Q1 | $1.46M | Sell |
17,355
-200
| -1% | -$16.8K | 0.79% | 37 |
|
|
2017
Q4 | $1.51M | Hold |
17,555
| – | – | 0.77% | 38 |
|
|
2017
Q3 | $1.47M | Sell |
17,555
-1,448
| -8% | -$121K | 0.78% | 37 |
|
|
2017
Q2 | $1.58M | Sell |
19,003
-117
| -0.6% | -$9.7K | 0.86% | 36 |
|
|
2017
Q1 | $1.51M | Hold |
19,120
| – | – | 0.97% | 33 |
|
|
2016
Q4 | $1.42M | Sell |
19,120
-250
| -1% | -$18.5K | 0.8% | 36 |
|
|
2016
Q3 | $1.38M | Hold |
19,370
| – | – | 0.78% | 38 |
|
|
2016
Q2 | $1.56M | Sell |
19,370
-740
| -4% | -$59.5K | 0.89% | 35 |
|
|
2016
Q1 | $1.5M | Buy |
+20,110
| New | +$1.5M | 0.88% | 35 |
|