North Point Portfolio Managers’s Atmos Energy ATO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,050	Closed	-$230K	–	49
2023 Q1	$230K	Hold	2,050	–	–	0.04%	63
2022 Q4	$230K	Hold	2,050	–	–	0.04%	63
2022 Q3	$209K	Hold	2,050	–	–	0.04%	68
2022 Q2	$230K	Hold	2,050	–	–	0.04%	66
2022 Q1	$245K	Hold	2,050	–	–	0.04%	69
2021 Q4	$215K	Sell	2,050 -250	-11%	-$26.2K	0.03%	78
2021 Q3	$203K	Hold	2,300	–	–	0.03%	79
2021 Q2	$221K	Hold	2,300	–	–	0.03%	77
2021 Q1	$227K	Hold	2,300	–	–	0.03%	74
2020 Q4	$219K	Hold	2,300	–	–	0.03%	69
2020 Q3	$220K	Hold	2,300	–	–	0.04%	62
2020 Q2	$229K	Hold	2,300	–	–	0.04%	58
2020 Q1	$228K	Hold	2,300	–	–	0.05%	54
2019 Q4	$257K	Hold	2,300	–	–	0.04%	60
2019 Q3	$262K	Buy	+2,300	New	+$262K	0.05%	56
2016 Q4	–	Sell	-3,520	Closed	-$262K	–	84
2016 Q3	$262K	Hold	3,520	–	–	0.05%	60
2016 Q2	$286K	Sell	3,520 -1,235	-26%	-$100K	0.06%	53
2016 Q1	$353K	Hold	4,755	–	–	0.07%	43
2015 Q4	$300K	Hold	4,755	–	–	0.06%	47
2015 Q3	$277K	Hold	4,755	–	–	0.06%	47
2015 Q2	$244K	Hold	4,755	–	–	0.04%	59
2015 Q1	$263K	Hold	4,755	–	–	0.05%	54
2014 Q4	$265K	Hold	4,755	–	–	0.05%	58
2014 Q3	$227K	Hold	4,755	–	–	0.05%	68
2014 Q2	$254K	Hold	4,755	–	–	0.05%	60
2014 Q1	$224K	Hold	4,755	–	–	0.05%	69
2013 Q4	$216K	Sell	4,755 -3,350	-41%	-$152K	0.05%	71
2013 Q3	$345K	Hold	8,105	–	–	0.08%	51
2013 Q2	$333K	Buy	+8,105	New	+$333K	0.08%	53