Lake Street Private Wealth’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,220
| Closed | -$308K | – | 247 |
|
|
2024
Q3 | $308K | Sell |
2,220
-16
| -0.7% | -$2.22K | 0.05% | 205 |
|
|
2024
Q2 | $261K | Sell |
2,236
-18,194
| -89% | -$2.12M | 0.03% | 276 |
|
|
2024
Q1 | $2.43M | Buy |
20,430
+1,829
| +10% | +$217K | 0.34% | 78 |
|
|
2023
Q4 | $2.16M | Buy |
18,601
+195
| +1% | +$22.6K | 0.34% | 80 |
|
|
2023
Q3 | $1.95M | Buy |
18,406
+861
| +5% | +$91.2K | 0.35% | 85 |
|
|
2023
Q2 | $2.04M | Buy |
17,545
+379
| +2% | +$44.1K | 0.36% | 86 |
|
|
2023
Q1 | $1.93M | Sell |
17,166
-863
| -5% | -$97K | 0.36% | 85 |
|
|
2022
Q4 | $2.02M | Buy |
18,029
+131
| +0.7% | +$14.7K | 0.42% | 74 |
|
|
2022
Q3 | $1.82M | Sell |
17,898
-350
| -2% | -$35.6K | 0.42% | 67 |
|
|
2022
Q2 | $2.05M | Buy |
18,248
+15,748
| +630% | +$1.77M | 0.43% | 64 |
|
|
2022
Q1 | $299K | Hold |
2,500
| – | – | 0.05% | 246 |
|
|
2021
Q4 | $262K | Hold |
2,500
| – | – | 0.05% | 275 |
|
|
2021
Q3 | $221K | Hold |
2,500
| – | – | 0.05% | 206 |
|
|
2021
Q2 | $242K | Sell |
2,500
-129
| -5% | -$12.5K | 0.06% | 186 |
|
|
2021
Q1 | $260K | Hold |
2,629
| – | – | 0.07% | 181 |
|
|
2020
Q4 | $251K | Hold |
2,629
| – | – | 0.07% | 174 |
|
|
2020
Q3 | $251K | Hold |
2,629
| – | – | 0.08% | 147 |
|
|
2020
Q2 | $261K | Hold |
2,629
| – | – | 0.1% | 139 |
|
|
2020
Q1 | $261K | Sell |
2,629
-602
| -19% | -$59.8K | 0.12% | 127 |
|
|
2019
Q4 | $361K | Hold |
3,231
| – | – | 0.14% | 131 |
|
|
2019
Q3 | $368K | Hold |
3,231
| – | – | 0.17% | 115 |
|
|
2019
Q2 | $341K | Hold |
3,231
| – | – | 0.2% | 95 |
|
|
2019
Q1 | $333K | Buy |
+3,231
| New | +$333K | 0.23% | 80 |
|