Next Financial Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $79K | Buy |
758
+53
| +8% | +$5.52K | 0.01% | 1281 |
|
|
2021
Q3 | $62K | Buy |
705
+2
| +0.3% | +$176 | ﹤0.01% | 1316 |
|
|
2021
Q2 | $68K | Buy |
703
+1
| +0.1% | +$97 | 0.01% | 1265 |
|
|
2021
Q1 | $69K | Buy |
702
+53
| +8% | +$5.21K | 0.01% | 1155 |
|
|
2020
Q4 | $62K | Sell |
649
-99
| -13% | -$9.46K | 0.01% | 1130 |
|
|
2020
Q3 | $72K | Buy |
+748
| New | +$72K | 0.01% | 984 |
|
|
2020
Q2 | – | Sell |
-312
| Closed | -$31K | – | 679 |
|
|
2020
Q1 | $31K | Sell |
312
-1,874
| -86% | -$186K | ﹤0.01% | 1125 |
|
|
2019
Q4 | $245K | Buy |
2,186
+453
| +26% | +$50.8K | 0.03% | 625 |
|
|
2019
Q3 | $197K | Sell |
1,733
-316
| -15% | -$35.9K | 0.02% | 681 |
|
|
2019
Q2 | $216K | Buy |
2,049
+933
| +84% | +$98.4K | 0.02% | 633 |
|
|
2019
Q1 | $115K | Sell |
1,116
-1,693
| -60% | -$174K | 0.03% | 499 |
|
|
2018
Q4 | $260K | Buy |
2,809
+1,588
| +130% | +$147K | 0.05% | 327 |
|
|
2018
Q3 | $115K | Buy |
+1,221
| New | +$115K | 0.05% | 315 |
|
|
2017
Q4 | – | Sell |
-1,585
| Closed | -$137K | – | 336 |
|
|
2017
Q3 | $137K | Buy |
1,585
+975
| +160% | +$84.3K | 0.04% | 412 |
|
|
2017
Q2 | $51K | Buy |
610
+4
| +0.7% | +$334 | 0.01% | 775 |
|
|
2017
Q1 | $49K | Sell |
606
-1,815
| -75% | -$147K | 0.01% | 732 |
|
|
2016
Q4 | $179K | Sell |
2,421
-89
| -4% | -$6.58K | 0.03% | 505 |
|
|
2016
Q3 | $187K | Buy |
2,510
+1,507
| +150% | +$112K | 0.03% | 484 |
|
|
2016
Q2 | $81K | Buy |
1,003
+6
| +0.6% | +$485 | 0.03% | 519 |
|
|
2016
Q1 | $74K | Buy |
997
+5
| +0.5% | +$371 | 0.03% | 509 |
|
|
2015
Q4 | $62K | Sell |
992
-144
| -13% | -$9K | 0.02% | 562 |
|
|
2015
Q3 | $66K | Buy |
1,136
+3
| +0.3% | +$174 | 0.02% | 548 |
|
|
2015
Q2 | $58K | Buy |
1,133
+4
| +0.4% | +$205 | 0.02% | 621 |
|
|
2015
Q1 | $62K | Buy |
1,129
+4
| +0.4% | +$220 | 0.02% | 607 |
|
|
2014
Q4 | $63K | Sell |
1,125
-2,529
| -69% | -$142K | 0.02% | 579 |
|
|
2014
Q3 | $174K | Buy |
3,654
+59
| +2% | +$2.81K | 0.03% | 490 |
|
|
2014
Q2 | $174K | Buy |
+3,595
| New | +$174K | 0.09% | 170 |
|