Old Port Advisors’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 | $671K | Sell |
4,355
-348
| -7% | -$53.6K | 0.18% | 135 |
|
|
2025
Q1 | $727K | Sell |
4,703
-293
| -6% | -$45.3K | 0.22% | 114 |
|
|
2024
Q4 | $696K | Sell |
4,996
-55
| -1% | -$7.66K | 0.2% | 121 |
|
|
2024
Q3 | $701K | Sell |
5,051
-104
| -2% | -$14.4K | 0.19% | 124 |
|
|
2024
Q2 | $601K | Buy |
5,155
+1
| +0% | +$117 | 0.18% | 131 |
|
|
2024
Q1 | $613K | Sell |
5,154
-82
| -2% | -$9.75K | 0.19% | 129 |
|
|
2023
Q4 | $607K | Buy |
5,236
+62
| +1% | +$7.19K | 0.2% | 128 |
|
|
2023
Q3 | $548K | Buy |
+5,174
| New | +$548K | 0.2% | 129 |
|
|
2023
Q1 | $646K | Sell |
5,553
-65
| -1% | -$7.56K | 0.23% | 120 |
|
|
2022
Q4 | $630K | Sell |
5,618
-124
| -2% | -$13.9K | 0.24% | 122 |
|
|
2022
Q3 | $598K | Sell |
5,742
-100
| -2% | -$10.4K | 0.24% | 124 |
|
|
2022
Q2 | $646K | Buy |
5,842
+1
| +0% | +$111 | 0.25% | 121 |
|
|
2022
Q1 | $709K | Sell |
5,841
-50
| -0.8% | -$6.07K | 0.24% | 117 |
|
|
2021
Q4 | $623K | Sell |
5,891
-100
| -2% | -$10.6K | 0.21% | 127 |
|
|
2021
Q3 | $540K | Sell |
5,991
-425
| -7% | -$38.3K | 0.2% | 132 |
|
|
2021
Q2 | $638K | Sell |
6,416
-1,100
| -15% | -$109K | 0.23% | 122 |
|
|
2021
Q1 | $743K | Sell |
7,516
-399
| -5% | -$39.4K | 0.29% | 93 |
|
|
2020
Q4 | $744K | Sell |
7,915
-280
| -3% | -$26.3K | 0.32% | 82 |
|
|
2020
Q3 | $783K | Sell |
8,195
-351
| -4% | -$33.5K | 0.39% | 73 |
|
|
2020
Q2 | $851K | Buy |
8,546
+252
| +3% | +$25.1K | 0.45% | 72 |
|
|
2020
Q1 | $823K | Sell |
8,294
-610
| -7% | -$60.5K | 0.5% | 64 |
|
|
2019
Q4 | $988K | Sell |
8,904
-828
| -9% | -$91.9K | 0.48% | 69 |
|
|
2019
Q3 | $1.1M | Sell |
9,732
-321
| -3% | -$36.3K | 0.58% | 62 |
|
|
2019
Q2 | $1.08M | Sell |
10,053
-338
| -3% | -$36.3K | 0.55% | 63 |
|
|
2019
Q1 | $1.07M | Sell |
10,391
-196
| -2% | -$20.2K | 0.56% | 65 |
|
|
2018
Q4 | $1.01M | Buy |
+10,587
| New | +$1.01M | 0.56% | 62 |
|
|
2018
Q2 | $1.05M | Buy |
+11,596
| New | +$1.05M | 0.56% | 60 |
|