Lido Advisors’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 | $1.58M | Sell |
10,257
-381
| -4% | -$58.7K | 0.01% | 609 |
|
|
2025
Q1 | $1.64M | Sell |
10,638
-145
| -1% | -$22.4K | 0.01% | 559 |
|
|
2024
Q4 | $1.5M | Sell |
10,783
-161
| -1% | -$22.4K | 0.01% | 564 |
|
|
2024
Q3 | $1.52M | Buy |
10,944
+8,466
| +342% | +$1.17M | 0.01% | 509 |
|
|
2024
Q2 | $289K | Sell |
2,478
-5,585
| -69% | -$652K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $958K | Sell |
8,063
-9,068
| -53% | -$1.08M | 0.01% | 614 |
|
|
2023
Q4 | $1.99M | Sell |
17,131
-2,470
| -13% | -$286K | 0.01% | 386 |
|
|
2023
Q3 | $2.08M | Buy |
19,601
+4,479
| +30% | +$474K | 0.02% | 344 |
|
|
2023
Q2 | $1.76M | Buy |
15,122
+12,791
| +549% | +$1.49M | 0.01% | 366 |
|
|
2023
Q1 | $262K | Buy |
+2,331
| New | +$262K | ﹤0.01% | 828 |
|
|
2020
Q3 | – | Sell |
-2,115
| Closed | -$211K | – | 566 |
|
|
2020
Q2 | $211K | Buy |
2,115
+16
| +0.8% | +$1.6K | 0.01% | 462 |
|
|
2020
Q1 | $208K | Sell |
2,099
-617
| -23% | -$61.1K | 0.01% | 447 |
|
|
2019
Q4 | $304K | Buy |
2,716
+92
| +4% | +$10.3K | 0.01% | 442 |
|
|
2019
Q3 | $299K | Buy |
2,624
+31
| +1% | +$3.53K | 0.02% | 400 |
|
|
2019
Q2 | $273K | Buy |
2,593
+130
| +5% | +$13.7K | 0.02% | 407 |
|
|
2019
Q1 | $253K | Hold |
2,463
| – | – | 0.02% | 390 |
|
|
2018
Q4 | $228K | Buy |
+2,463
| New | +$228K | 0.02% | 346 |
|