NHC
Nicholas Hoffman & Company’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,058
| Closed | -$240K | – | 292 |
|
|
2024
Q2 | $240K | Buy |
2,058
+4
| +0.2% | +$467 | 0.01% | 264 |
|
|
2024
Q1 | $244K | Sell |
2,054
-22
| -1% | -$2.62K | 0.01% | 260 |
|
|
2023
Q4 | $241K | Sell |
2,076
-250
| -11% | -$29K | 0.01% | 260 |
|
|
2023
Q3 | $246K | Buy |
2,326
+5
| +0.2% | +$530 | 0.02% | 235 |
|
|
2023
Q2 | $270K | Sell |
2,321
-49
| -2% | -$5.7K | 0.01% | 232 |
|
|
2023
Q1 | $266K | Hold |
2,370
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $266K | Hold |
2,370
| – | – | 0.03% | 224 |
|
|
2022
Q3 | $241K | Buy |
2,370
+1
| +0% | +$102 | 0.01% | 224 |
|
|
2022
Q2 | $266K | Hold |
2,369
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $283K | Hold |
2,369
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $248K | Sell |
2,369
-346
| -13% | -$36.2K | 0.01% | 249 |
|
|
2021
Q3 | $239K | Sell |
2,715
-200
| -7% | -$17.6K | 0.04% | 241 |
|
|
2021
Q2 | $280K | Sell |
2,915
-60
| -2% | -$5.76K | 0.05% | 220 |
|
|
2021
Q1 | $294K | Hold |
2,975
| – | – | 0.06% | 198 |
|
|
2020
Q4 | $284K | Hold |
2,975
| – | – | 0.07% | 186 |
|
|
2020
Q3 | $284K | Buy |
2,975
+1
| +0% | +$95 | 0.08% | 162 |
|
|
2020
Q2 | $296K | Sell |
2,974
-20
| -0.7% | -$1.99K | 0.09% | 155 |
|
|
2020
Q1 | $297K | Sell |
2,994
-25
| -0.8% | -$2.48K | 0.1% | 142 |
|
|
2019
Q4 | $338K | Buy |
3,019
+1
| +0% | +$112 | 0.09% | 148 |
|
|
2019
Q3 | $344K | Sell |
3,018
-238
| -7% | -$27.1K | 0.1% | 143 |
|
|
2019
Q2 | $344K | Hold |
3,256
| – | – | 0.11% | 139 |
|
|
2019
Q1 | $335K | Hold |
3,256
| – | – | 0.11% | 135 |
|
|
2018
Q4 | $302K | Hold |
3,256
| – | – | 0.1% | 136 |
|
|
2018
Q3 | $306K | Hold |
3,256
| – | – | 0.1% | 142 |
|
|
2018
Q2 | $294K | Sell |
3,256
-200
| -6% | -$18.1K | 0.11% | 135 |
|
|
2018
Q1 | $291K | Hold |
3,456
| – | – | 0.11% | 136 |
|
|
2017
Q4 | $297K | Hold |
3,456
| – | – | 0.12% | 130 |
|
|
2017
Q3 | $290K | Hold |
3,456
| – | – | 0.12% | 128 |
|
|
2017
Q2 | $287K | Hold |
3,456
| – | – | 0.13% | 118 |
|
|
2017
Q1 | $273K | Sell |
3,456
-153
| -4% | -$12.1K | 0.13% | 125 |
|
|
2016
Q4 | $269K | Hold |
3,609
| – | – | 0.14% | 128 |
|
|
2016
Q3 | $269K | Hold |
3,609
| – | – | 0.15% | 117 |
|
|
2016
Q2 | $293K | Buy |
+3,609
| New | +$293K | 0.17% | 106 |
|