New England Capital Financial 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
Q1 | – | Sell |
-97
| Closed | -$13.6K | – | 400 |
|
|
2024
Q4 | $13.6K | Hold |
97
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $13.5K | Hold |
97
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $11.4K | Hold |
97
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $11.6K | Sell |
97
-35
| -27% | -$4.17K | 0.01% | 218 |
|
|
2023
Q4 | $15.3K | Buy |
132
+1
| +0.8% | +$116 | 0.01% | 201 |
|
|
2023
Q3 | $13.9K | Hold |
131
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $15.2K | Buy |
131
+1
| +0.8% | +$116 | 0.01% | 189 |
|
|
2023
Q1 | $14.6K | Buy |
130
+1
| +0.8% | +$112 | 0.01% | 211 |
|
|
2022
Q4 | $14.6K | Buy |
+129
| New | +$14.6K | 0.01% | 222 |
|