Kestra Advisory Services’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 | $932K | Buy |
6,048
+813
| +16% | +$125K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $809K | Sell |
5,235
-239
| -4% | -$36.9K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $762K | Buy |
5,474
+944
| +21% | +$131K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $628K | Sell |
4,530
-870
| -16% | -$121K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $630K | Sell |
5,400
-181
| -3% | -$21.1K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $663K | Sell |
5,581
-1,627
| -23% | -$193K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $835K | Sell |
7,208
-87
| -1% | -$10.1K | 0.01% | 1219 |
|
|
2023
Q3 | $773K | Buy |
7,295
+745
| +11% | +$78.9K | 0.01% | 1125 |
|
|
2023
Q2 | $762K | Buy |
6,550
+1,592
| +32% | +$185K | 0.01% | 1105 |
|
|
2023
Q1 | $557K | Sell |
4,958
-3,248
| -40% | -$365K | 0.01% | 1222 |
|
|
2022
Q4 | $920K | Sell |
8,206
-114
| -1% | -$12.8K | 0.01% | 1093 |
|
|
2022
Q3 | $847K | Sell |
8,320
-1,719
| -17% | -$175K | 0.01% | 1048 |
|
|
2022
Q2 | $1.13M | Buy |
10,039
+4,773
| +91% | +$535K | 0.01% | 922 |
|
|
2022
Q1 | $629K | Buy |
5,266
+613
| +13% | +$73.2K | 0.01% | 1158 |
|
|
2021
Q4 | $487K | Buy |
4,653
+132
| +3% | +$13.8K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $399K | Buy |
4,521
+114
| +3% | +$10.1K | ﹤0.01% | 1508 |
|
|
2021
Q2 | $424K | Sell |
4,407
-305
| -6% | -$29.3K | ﹤0.01% | 1366 |
|
|
2021
Q1 | $466K | Buy |
4,712
+741
| +19% | +$73.3K | 0.01% | 1228 |
|
|
2020
Q4 | $371K | Buy |
3,971
+3,921
| +7,842% | +$366K | ﹤0.01% | 1356 |
|
|
2020
Q3 | $288K | Buy |
+50
| New | +$288K | 0.01% | 1138 |
|