LIA
LBMC Investment Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
2,996
| – | – | 0.03% | 129 |
|
|
2025
Q1 | $463K | Hold |
2,996
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $417K | Hold |
2,996
| – | – | 0.03% | 128 |
|
|
2024
Q3 | $416K | Hold |
2,996
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $349K | Hold |
2,996
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $356K | Sell |
2,996
-749
| -20% | -$89K | 0.03% | 126 |
|
|
2023
Q4 | $434K | Sell |
3,745
-749
| -17% | -$86.8K | 0.04% | 104 |
|
|
2023
Q3 | $469K | Sell |
4,494
-4
| -0.1% | -$417 | 0.05% | 96 |
|
|
2023
Q2 | $523K | Buy |
4,498
+29
| +0.6% | +$3.37K | 0.05% | 95 |
|
|
2023
Q1 | $502K | Buy |
4,469
+29
| +0.7% | +$3.26K | 0.05% | 97 |
|
|
2022
Q4 | $498K | Buy |
4,440
+27
| +0.6% | +$3.03K | 0.05% | 92 |
|
|
2022
Q3 | $449K | Hold |
4,413
| – | – | 0.05% | 91 |
|
|
2022
Q2 | $495K | Hold |
4,413
| – | – | 0.05% | 81 |
|
|
2022
Q1 | $527K | Hold |
4,413
| – | – | 0.05% | 92 |
|
|
2021
Q4 | $462K | Hold |
4,413
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $389 | Hold |
4,413
| – | – | 0.04% | 106 |
|
|
2021
Q2 | $424K | Hold |
4,413
| – | – | 0.04% | 99 |
|
|
2021
Q1 | $436K | Hold |
4,413
| – | – | 0.05% | 85 |
|
|
2020
Q4 | $421K | Hold |
4,413
| – | – | 0.05% | 82 |
|
|
2020
Q3 | $422K | Hold |
4,413
| – | – | 0.06% | 73 |
|
|
2020
Q2 | $439K | Sell |
4,413
-1,086
| -20% | -$108K | 0.07% | 62 |
|
|
2020
Q1 | $546K | Hold |
5,499
| – | – | 0.1% | 45 |
|
|
2019
Q4 | $615K | Hold |
5,499
| – | – | 0.09% | 49 |
|
|
2019
Q3 | $626K | Hold |
5,499
| – | – | 0.1% | 49 |
|
|
2019
Q2 | $581K | Hold |
5,499
| – | – | 0.09% | 51 |
|
|
2019
Q1 | $566K | Hold |
5,499
| – | – | 0.09% | 52 |
|
|
2018
Q4 | $510K | Hold |
5,499
| – | – | 0.09% | 53 |
|
|
2018
Q3 | $516K | Buy |
5,499
+28
| +0.5% | +$2.63K | 0.08% | 59 |
|
|
2018
Q2 | $493K | Buy |
5,471
+30
| +0.6% | +$2.7K | 0.08% | 59 |
|
|
2018
Q1 | $458K | Buy |
5,441
+32
| +0.6% | +$2.69K | 0.08% | 56 |
|
|
2017
Q4 | $465K | Buy |
5,409
+29
| +0.5% | +$2.49K | 0.08% | 58 |
|
|
2017
Q3 | $451K | Buy |
5,380
+27
| +0.5% | +$2.26K | 0.08% | 52 |
|
|
2017
Q2 | $444K | Buy |
5,353
+28
| +0.5% | +$2.32K | 0.08% | 52 |
|
|
2017
Q1 | $421K | Buy |
5,325
+31
| +0.6% | +$2.45K | 0.08% | 57 |
|
|
2016
Q4 | $393K | Buy |
5,294
+32
| +0.6% | +$2.38K | 0.07% | 57 |
|
|
2016
Q3 | $392K | Buy |
5,262
+29
| +0.6% | +$2.16K | 0.08% | 59 |
|
|
2016
Q2 | $426K | Buy |
5,233
+29
| +0.6% | +$2.36K | 0.09% | 47 |
|
|
2016
Q1 | $386K | Buy |
5,204
+31
| +0.6% | +$2.3K | 0.08% | 50 |
|
|
2015
Q4 | $326K | Buy |
5,173
+35
| +0.7% | +$2.21K | 0.07% | 53 |
|
|
2015
Q3 | $299K | Buy |
5,138
+37
| +0.7% | +$2.15K | 0.07% | 51 |
|
|
2015
Q2 | $262K | Sell |
5,101
-77
| -1% | -$3.96K | 0.06% | 51 |
|
|
2015
Q1 | $286K | Buy |
5,178
+115
| +2% | +$6.35K | 0.06% | 50 |
|
|
2014
Q4 | $282K | Sell |
5,063
-115
| -2% | -$6.41K | 0.07% | 52 |
|
|
2014
Q3 | $247K | Buy |
+5,178
| New | +$247K | 0.06% | 48 |
|