O'Shaughnessy Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
16,038
+3,593
| +29% | +$554K | 0.02% | 693 |
|
|
2025
Q1 | $1.92M | Buy |
12,445
+3,145
| +34% | +$486K | 0.02% | 702 |
|
|
2024
Q4 | $1.3M | Buy |
9,300
+1,238
| +15% | +$172K | 0.01% | 838 |
|
|
2024
Q3 | $1.13M | Buy |
8,062
+2,259
| +39% | +$317K | 0.01% | 859 |
|
|
2024
Q2 | $677K | Buy |
5,803
+1,990
| +52% | +$232K | 0.01% | 995 |
|
|
2024
Q1 | $453K | Buy |
3,813
+1,834
| +93% | +$218K | 0.01% | 1138 |
|
|
2023
Q4 | $229K | Buy |
+1,979
| New | +$229K | ﹤0.01% | 1345 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$5K | – | 1341 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 2315 |
|
|
2021
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 2096 |
|
|
2021
Q1 | $6K | Sell |
60
-17
| -22% | -$1.7K | ﹤0.01% | 1876 |
|
|
2020
Q4 | $7K | Hold |
77
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q3 | $7K | Sell |
77
-61
| -44% | -$5.55K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $14K | Buy |
138
+113
| +452% | +$11.5K | ﹤0.01% | 1197 |
|
|
2020
Q1 | $2K | Sell |
25
-69
| -73% | -$5.52K | ﹤0.01% | 1146 |
|
|
2019
Q4 | $11K | Buy |
+94
| New | +$11K | ﹤0.01% | 1273 |
|