Laurel Wealth Advisors (North Carolina)’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $89.8K | Sell |
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|
2024
Q1 | $99.3K | Hold |
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|
2023
Q4 | $96.8K | Hold |
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|
2023
Q3 | $88.5K | Hold |
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|
2023
Q2 | $97.1K | Hold |
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|
2023
Q1 | $93.8K | Hold |
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|
2022
Q4 | $93.6K | Sell |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $96K | Sell |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $128K | Sell |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $43K | Buy |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Buy |
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