Novare Capital Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Hold |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $587K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $528K | Hold |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $453K | Hold |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $540K | Sell |
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|
2020
Q4 | $596K | Sell |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $658K | Sell |
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|
2020
Q1 | $725K | Sell |
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|
2019
Q4 | $851K | Sell |
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|
2019
Q3 | $872K | Sell |
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|
2019
Q2 | $919K | Sell |
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|
2019
Q1 | $947K | Buy |
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|
2018
Q4 | $844K | Hold |
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|
2018
Q3 | $855K | Hold |
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|
2018
Q2 | $821K | Hold |
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|
2018
Q1 | $767K | Sell |
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|
2017
Q4 | $859K | Hold |
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|
2017
Q3 | $839K | Hold |
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|
2017
Q2 | $830K | Sell |
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|
2017
Q1 | $826K | Sell |
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|
2016
Q4 | $835K | Buy |
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|
2016
Q3 | $601K | Hold |
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|
2016
Q2 | $656K | Sell |
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|
2016
Q1 | $617K | Buy |
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|
2015
Q4 | $461K | Hold |
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|
2015
Q3 | $425K | Hold |
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|
2015
Q2 | $375K | Sell |
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|
2015
Q1 | $417K | Hold |
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|
2014
Q4 | $421K | Hold |
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|
2014
Q3 | $360K | Sell |
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|
2014
Q2 | $416K | Sell |
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|
2014
Q1 | $377K | Sell |
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|
2013
Q4 | $701K | Sell |
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|
2013
Q3 | $726K | Sell |
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|
2013
Q2 | $730K | Buy |
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