Oak Asset 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 | $335K | Sell |
2,175
-735
| -25% | -$113K | 0.12% | 83 |
|
|
2025
Q1 | $450K | Hold |
2,910
| – | – | 0.16% | 78 |
|
|
2024
Q4 | $405K | Hold |
2,910
| – | – | 0.15% | 78 |
|
|
2024
Q3 | $404K | Sell |
2,910
-300
| -9% | -$41.6K | 0.14% | 80 |
|
|
2024
Q2 | $374K | Hold |
3,210
| – | – | 0.14% | 81 |
|
|
2024
Q1 | $382K | Buy |
3,210
+25
| +0.8% | +$2.97K | 0.14% | 80 |
|
|
2023
Q4 | $369K | Hold |
3,185
| – | – | 0.15% | 80 |
|
|
2023
Q3 | $337K | Hold |
3,185
| – | – | 0.14% | 82 |
|
|
2023
Q2 | $371K | Hold |
3,185
| – | – | 0.15% | 81 |
|
|
2023
Q1 | $358K | Hold |
3,185
| – | – | 0.15% | 79 |
|
|
2022
Q4 | $357K | Buy |
3,185
+150
| +5% | +$16.8K | 0.16% | 78 |
|
|
2022
Q3 | $309K | Buy |
+3,035
| New | +$309K | 0.15% | 86 |
|
|
2022
Q2 | – | Sell |
-2,785
| Closed | -$333K | – | 77 |
|
|
2022
Q1 | $333K | Hold |
2,785
| – | – | 0.13% | 89 |
|
|
2021
Q4 | $292K | Sell |
2,785
-180
| -6% | -$18.9K | 0.11% | 92 |
|
|
2021
Q3 | $270K | Buy |
2,965
+210
| +8% | +$19.1K | 0.11% | 91 |
|
|
2021
Q2 | $265K | Buy |
+2,755
| New | +$265K | 0.11% | 88 |
|