Laurel Wealth Advisors (North Carolina)’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 | $670K | Buy |
103,254
+102,484
| +13,310% | +$665K | 0.01% | 301 |
|
|
2025
Q1 | $119K | Hold |
770
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $107K | Hold |
770
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $107K | Hold |
770
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $89.8K | Sell |
770
-65
| -8% | -$7.58K | 0.02% | 237 |
|
|
2024
Q1 | $99.3K | Hold |
835
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $96.8K | Hold |
835
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $88.5K | Hold |
835
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $97.1K | Hold |
835
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $93.8K | Hold |
835
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $93.6K | Sell |
835
-50
| -6% | -$5.6K | 0.02% | 210 |
|
|
2022
Q3 | $90K | Sell |
885
-30
| -3% | -$3.05K | 0.02% | 207 |
|
|
2022
Q2 | $103K | Hold |
915
| – | – | 0.02% | 200 |
|
|
2022
Q1 | $109K | Hold |
915
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $96K | Sell |
915
-525
| -36% | -$55.1K | 0.02% | 216 |
|
|
2021
Q3 | $127K | Hold |
1,440
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $138K | Buy |
1,440
+150
| +12% | +$14.4K | 0.03% | 191 |
|
|
2021
Q1 | $128K | Sell |
1,290
-75
| -5% | -$7.44K | 0.03% | 187 |
|
|
2020
Q4 | $130K | Buy |
1,365
+910
| +200% | +$86.7K | 0.03% | 177 |
|
|
2020
Q3 | $43K | Buy |
455
+355
| +355% | +$33.5K | 0.01% | 250 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2018
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 361 |
|