Oakbrook Investments’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,285
| Closed | -$367K | – | 117 |
|
|
2019
Q4 | $367K | Sell |
3,285
-1,475
| -31% | -$165K | 0.07% | 409 |
|
|
2019
Q3 | $542K | Sell |
4,760
-650
| -12% | -$74K | 0.04% | 367 |
|
|
2019
Q2 | $571K | Sell |
5,410
-50
| -0.9% | -$5.28K | 0.03% | 364 |
|
|
2019
Q1 | $562K | Sell |
5,460
-550
| -9% | -$56.6K | 0.03% | 373 |
|
|
2018
Q4 | $557K | Sell |
6,010
-800
| -12% | -$74.1K | 0.04% | 346 |
|
|
2018
Q3 | $640K | Buy |
6,810
+1,800
| +36% | +$169K | 0.04% | 394 |
|
|
2018
Q2 | $452K | Hold |
5,010
| – | – | 0.03% | 375 |
|
|
2018
Q1 | $422K | Buy |
5,010
+400
| +9% | +$33.7K | 0.03% | 403 |
|
|
2017
Q4 | $396K | Buy |
4,610
+100
| +2% | +$8.59K | 0.03% | 394 |
|
|
2017
Q3 | $378K | Buy |
4,510
+100
| +2% | +$8.38K | 0.02% | 396 |
|
|
2017
Q2 | $366K | Sell |
4,410
-50
| -1% | -$4.15K | 0.02% | 389 |
|
|
2017
Q1 | $352K | Sell |
4,460
-850
| -16% | -$67.1K | 0.02% | 405 |
|
|
2016
Q4 | $394K | Buy |
5,310
+60
| +1% | +$4.45K | 0.03% | 404 |
|
|
2016
Q3 | $391K | Sell |
5,250
-300
| -5% | -$22.3K | 0.02% | 406 |
|
|
2016
Q2 | $451K | Buy |
5,550
+600
| +12% | +$48.8K | 0.03% | 383 |
|
|
2016
Q1 | $368K | Sell |
4,950
-400
| -7% | -$29.7K | 0.02% | 392 |
|
|
2015
Q4 | $337K | Buy |
5,350
+100
| +2% | +$6.3K | 0.02% | 420 |
|
|
2015
Q3 | $305K | Hold |
5,250
| – | – | 0.02% | 441 |
|
|
2015
Q2 | $269K | Buy |
5,250
+200
| +4% | +$10.2K | 0.02% | 469 |
|
|
2015
Q1 | $279K | Buy |
5,050
+200
| +4% | +$11.1K | 0.02% | 479 |
|
|
2014
Q4 | $270K | Buy |
4,850
+100
| +2% | +$5.57K | 0.01% | 482 |
|
|
2014
Q3 | $227K | Sell |
4,750
-1,005
| -17% | -$48K | 0.01% | 482 |
|
|
2014
Q2 | $307K | Hold |
5,755
| – | – | 0.01% | 475 |
|
|
2014
Q1 | $271K | Sell |
5,755
-3
| -0.1% | -$141 | 0.01% | 508 |
|
|
2013
Q4 | $262K | Sell |
5,758
-550
| -9% | -$25K | 0.01% | 520 |
|
|
2013
Q3 | $269K | Sell |
6,308
-1,300
| -17% | -$55.4K | 0.01% | 513 |
|
|
2013
Q2 | $312K | Buy |
+7,608
| New | +$312K | 0.01% | 537 |
|