Northwest & Ethical Investments’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 | $3.03M | Buy |
+19,656
| New | +$3.03M | 0.08% | 220 |
|
|
2024
Q2 | – | Sell |
-36,570
| Closed | -$4.35M | – | 480 |
|
|
2024
Q1 | $4.35M | Buy |
+36,570
| New | +$4.35M | 0.13% | 190 |
|
|
2022
Q1 | – | Sell |
-75,658
| Closed | -$7.93M | – | 407 |
|
|
2021
Q4 | $7.93M | Buy |
75,658
+7,125
| +10% | +$746K | 0.23% | 120 |
|
|
2021
Q3 | $6.04M | Buy |
68,533
+2,121
| +3% | +$187K | 0.2% | 142 |
|
|
2021
Q2 | $6.38M | Hold |
66,412
| – | – | 0.21% | 135 |
|
|
2021
Q1 | $6.56M | Buy |
+66,412
| New | +$6.56M | 0.23% | 127 |
|
|
2018
Q2 | – | Sell |
-41,100
| Closed | -$3.46M | – | 358 |
|
|
2018
Q1 | $3.46M | Hold |
41,100
| – | – | 0.23% | 135 |
|
|
2017
Q4 | $3.53M | Sell |
41,100
-3,700
| -8% | -$318K | 0.23% | 135 |
|
|
2017
Q3 | $3.76M | Buy |
44,800
+1,200
| +3% | +$101K | 0.23% | 120 |
|
|
2017
Q2 | $3.62M | Buy |
43,600
+1,100
| +3% | +$91.2K | 0.25% | 118 |
|
|
2017
Q1 | $3.36M | Buy |
+42,500
| New | +$3.36M | 0.23% | 119 |
|