Orion Portfolio Solutions’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.33M | Buy |
8,609
+3,729
| +76% | +$576K | 0.01% | 921 |
|
|
2024
Q4 | $680K | Buy |
4,880
+728
| +18% | +$101K | 0.01% | 1233 |
|
|
2024
Q3 | $576K | Buy |
4,152
+137
| +3% | +$19K | 0.01% | 1286 |
|
|
2024
Q2 | $468K | Sell |
4,015
-272
| -6% | -$31.7K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $510K | Buy |
4,287
+1,009
| +31% | +$120K | 0.01% | 1253 |
|
|
2023
Q4 | $390K | Sell |
3,278
-506
| -13% | -$60.1K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $401K | Sell |
3,784
-335
| -8% | -$35.5K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $479K | Buy |
4,119
+620
| +18% | +$72.1K | 0.01% | 1227 |
|
|
2023
Q1 | $393K | Buy |
3,499
+542
| +18% | +$60.9K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $331K | Buy |
2,957
+931
| +46% | +$104K | 0.01% | 634 |
|
|
2022
Q3 | $206K | Buy |
+2,026
| New | +$206K | 0.01% | 695 |
|
|
2022
Q2 | – | Sell |
-1,994
| Closed | -$238K | – | 680 |
|
|
2022
Q1 | $238K | Buy |
+1,994
| New | +$238K | 0.01% | 632 |
|
|
2020
Q3 | – | Sell |
-965
| Closed | -$96K | – | 546 |
|
|
2020
Q2 | $96K | Sell |
965
-49
| -5% | -$4.88K | 0.01% | 553 |
|
|
2020
Q1 | $101K | Sell |
1,014
-98
| -9% | -$9.76K | 0.01% | 439 |
|
|
2019
Q4 | $124K | Buy |
+1,112
| New | +$124K | 0.01% | 378 |
|