Oppenheimer & Co’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 | $4.16M | Sell |
27,014
-5,390
| -17% | -$831K | 0.06% | 365 |
|
|
2025
Q1 | $5.01M | Sell |
32,404
-2,625
| -7% | -$406K | 0.08% | 287 |
|
|
2024
Q4 | $4.88M | Sell |
35,029
-889
| -2% | -$124K | 0.07% | 294 |
|
|
2024
Q3 | $4.98M | Buy |
35,918
+640
| +2% | +$88.8K | 0.08% | 289 |
|
|
2024
Q2 | $4.12M | Buy |
35,278
+8,337
| +31% | +$973K | 0.07% | 312 |
|
|
2024
Q1 | $3.2M | Sell |
26,941
-4,454
| -14% | -$529K | 0.05% | 382 |
|
|
2023
Q4 | $3.64M | Sell |
31,395
-960
| -3% | -$111K | 0.07% | 333 |
|
|
2023
Q3 | $3.43M | Buy |
32,355
+2,879
| +10% | +$305K | 0.07% | 313 |
|
|
2023
Q2 | $3.43M | Buy |
29,476
+1,339
| +5% | +$156K | 0.07% | 310 |
|
|
2023
Q1 | $3.16M | Buy |
28,137
+2,976
| +12% | +$334K | 0.07% | 322 |
|
|
2022
Q4 | $2.82M | Buy |
25,161
+1,072
| +4% | +$120K | 0.06% | 344 |
|
|
2022
Q3 | $2.45M | Sell |
24,089
-513
| -2% | -$52.2K | 0.06% | 372 |
|
|
2022
Q2 | $2.76M | Sell |
24,602
-875
| -3% | -$98.1K | 0.06% | 367 |
|
|
2022
Q1 | $3.04M | Sell |
25,477
-869
| -3% | -$104K | 0.05% | 388 |
|
|
2021
Q4 | $2.76M | Buy |
26,346
+2,178
| +9% | +$228K | 0.05% | 418 |
|
|
2021
Q3 | $2.13M | Buy |
24,168
+2,724
| +13% | +$240K | 0.04% | 488 |
|
|
2021
Q2 | $2.06M | Sell |
21,444
-5,035
| -19% | -$484K | 0.04% | 504 |
|
|
2021
Q1 | $2.62M | Buy |
26,479
+1,142
| +5% | +$113K | 0.05% | 390 |
|
|
2020
Q4 | $2.42M | Buy |
25,337
+4,099
| +19% | +$391K | 0.05% | 395 |
|
|
2020
Q3 | $2.03M | Sell |
21,238
-7,139
| -25% | -$682K | 0.05% | 385 |
|
|
2020
Q2 | $2.83M | Sell |
28,377
-1,312
| -4% | -$131K | 0.07% | 299 |
|
|
2020
Q1 | $2.95M | Buy |
29,689
+2,351
| +9% | +$233K | 0.09% | 250 |
|
|
2019
Q4 | $3.06M | Buy |
27,338
+21,701
| +385% | +$2.43M | 0.08% | 293 |
|
|
2019
Q3 | $642K | Buy |
5,637
+19
| +0.3% | +$2.16K | 0.02% | 712 |
|
|
2019
Q2 | $593K | Sell |
5,618
-220
| -4% | -$23.2K | 0.02% | 749 |
|
|
2019
Q1 | $601K | Sell |
5,838
-18
| -0.3% | -$1.85K | 0.02% | 739 |
|
|
2018
Q4 | $543K | Sell |
5,856
-18
| -0.3% | -$1.67K | 0.02% | 701 |
|
|
2018
Q3 | $552K | Buy |
+5,874
| New | +$552K | 0.01% | 830 |
|
|
2016
Q2 | – | Sell |
-8,304
| Closed | -$616K | – | 1232 |
|
|
2016
Q1 | $616K | Buy |
8,304
+1,000
| +14% | +$74.2K | 0.02% | 683 |
|
|
2015
Q4 | $460K | Hold |
7,304
| – | – | 0.01% | 791 |
|
|
2015
Q3 | $425K | Sell |
7,304
-155
| -2% | -$9.02K | 0.01% | 871 |
|
|
2015
Q2 | $382K | Sell |
7,459
-114
| -2% | -$5.84K | 0.01% | 997 |
|
|
2015
Q1 | $419K | Hold |
7,573
| – | – | 0.01% | 957 |
|
|
2014
Q4 | $422K | Buy |
7,573
+127
| +2% | +$7.08K | 0.01% | 891 |
|
|
2014
Q3 | $355K | Sell |
7,446
-55
| -0.7% | -$2.62K | 0.01% | 998 |
|
|
2014
Q2 | $401K | Sell |
7,501
-1,869
| -20% | -$99.9K | 0.01% | 932 |
|
|
2014
Q1 | $442K | Buy |
9,370
+2,970
| +46% | +$140K | 0.01% | 873 |
|
|
2013
Q4 | $291K | Sell |
6,400
-20,000
| -76% | -$909K | 0.01% | 1017 |
|
|
2013
Q3 | $1.12M | Hold |
26,400
| – | – | 0.04% | 491 |
|
|
2013
Q2 | $1.08M | Buy |
+26,400
| New | +$1.08M | 0.04% | 494 |
|