Novare Capital Management’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 | $601K | Sell |
3,900
-100
| -3% | -$15.4K | 0.05% | 135 |
|
|
2025
Q1 | $618K | Sell |
4,000
-170
| -4% | -$26.3K | 0.05% | 135 |
|
|
2024
Q4 | $581K | Sell |
4,170
-65
| -2% | -$9.05K | 0.05% | 136 |
|
|
2024
Q3 | $587K | Sell |
4,235
-100
| -2% | -$13.9K | 0.05% | 135 |
|
|
2024
Q2 | $506K | Sell |
4,335
-290
| -6% | -$33.8K | 0.05% | 131 |
|
|
2024
Q1 | $550K | Sell |
4,625
-300
| -6% | -$35.7K | 0.05% | 128 |
|
|
2023
Q4 | $571K | Sell |
4,925
-60
| -1% | -$6.95K | 0.06% | 123 |
|
|
2023
Q3 | $528K | Hold |
4,985
| – | – | 0.06% | 123 |
|
|
2023
Q2 | $580K | Sell |
4,985
-30
| -0.6% | -$3.49K | 0.06% | 124 |
|
|
2023
Q1 | $563K | Sell |
5,015
-170
| -3% | -$19.1K | 0.06% | 122 |
|
|
2022
Q4 | $581K | Hold |
5,185
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $528K | Hold |
5,185
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $581K | Sell |
5,185
-50
| -1% | -$5.6K | 0.07% | 114 |
|
|
2022
Q1 | $626K | Hold |
5,235
| – | – | 0.07% | 114 |
|
|
2021
Q4 | $548K | Buy |
5,235
+100
| +2% | +$10.5K | 0.06% | 111 |
|
|
2021
Q3 | $453K | Hold |
5,135
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $494K | Sell |
5,135
-325
| -6% | -$31.3K | 0.06% | 105 |
|
|
2021
Q1 | $540K | Sell |
5,460
-790
| -13% | -$78.1K | 0.07% | 102 |
|
|
2020
Q4 | $596K | Sell |
6,250
-955
| -13% | -$91.1K | 0.08% | 99 |
|
|
2020
Q3 | $689K | Buy |
7,205
+600
| +9% | +$57.4K | 0.1% | 101 |
|
|
2020
Q2 | $658K | Sell |
6,605
-700
| -10% | -$69.7K | 0.1% | 102 |
|
|
2020
Q1 | $725K | Sell |
7,305
-300
| -4% | -$29.8K | 0.13% | 97 |
|
|
2019
Q4 | $851K | Sell |
7,605
-50
| -0.7% | -$5.6K | 0.12% | 109 |
|
|
2019
Q3 | $872K | Sell |
7,655
-1,050
| -12% | -$120K | 0.13% | 105 |
|
|
2019
Q2 | $919K | Sell |
8,705
-500
| -5% | -$52.8K | 0.14% | 107 |
|
|
2019
Q1 | $947K | Buy |
9,205
+100
| +1% | +$10.3K | 0.15% | 97 |
|
|
2018
Q4 | $844K | Hold |
9,105
| – | – | 0.15% | 103 |
|
|
2018
Q3 | $855K | Hold |
9,105
| – | – | 0.14% | 105 |
|
|
2018
Q2 | $821K | Hold |
9,105
| – | – | 0.14% | 109 |
|
|
2018
Q1 | $767K | Sell |
9,105
-900
| -9% | -$75.8K | 0.13% | 114 |
|
|
2017
Q4 | $859K | Hold |
10,005
| – | – | 0.15% | 112 |
|
|
2017
Q3 | $839K | Hold |
10,005
| – | – | 0.15% | 111 |
|
|
2017
Q2 | $830K | Sell |
10,005
-450
| -4% | -$37.3K | 0.19% | 86 |
|
|
2017
Q1 | $826K | Sell |
10,455
-800
| -7% | -$63.2K | 0.19% | 85 |
|
|
2016
Q4 | $835K | Buy |
11,255
+3,190
| +40% | +$237K | 0.2% | 83 |
|
|
2016
Q3 | $601K | Hold |
8,065
| – | – | 0.16% | 88 |
|
|
2016
Q2 | $656K | Sell |
8,065
-240
| -3% | -$19.5K | 0.18% | 85 |
|
|
2016
Q1 | $617K | Buy |
8,305
+1,000
| +14% | +$74.3K | 0.17% | 86 |
|
|
2015
Q4 | $461K | Hold |
7,305
| – | – | 0.13% | 94 |
|
|
2015
Q3 | $425K | Hold |
7,305
| – | – | 0.12% | 98 |
|
|
2015
Q2 | $375K | Sell |
7,305
-240
| -3% | -$12.3K | 0.09% | 93 |
|
|
2015
Q1 | $417K | Hold |
7,545
| – | – | 0.1% | 91 |
|
|
2014
Q4 | $421K | Hold |
7,545
| – | – | 0.1% | 93 |
|
|
2014
Q3 | $360K | Sell |
7,545
-250
| -3% | -$11.9K | 0.09% | 98 |
|
|
2014
Q2 | $416K | Sell |
7,795
-200
| -3% | -$10.7K | 0.1% | 98 |
|
|
2014
Q1 | $377K | Sell |
7,995
-7,445
| -48% | -$351K | 0.1% | 103 |
|
|
2013
Q4 | $701K | Sell |
15,440
-1,610
| -9% | -$73.1K | 0.19% | 89 |
|
|
2013
Q3 | $726K | Sell |
17,050
-725
| -4% | -$30.9K | 0.23% | 84 |
|
|
2013
Q2 | $730K | Buy |
+17,775
| New | +$730K | 0.25% | 81 |
|