Oxford Financial Group’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 | $289K | Sell |
1,877
-9
| -0.5% | -$1.39K | 0.02% | 176 |
|
|
2025
Q1 | $292K | Hold |
1,886
| – | – | 0.02% | 179 |
|
|
2024
Q4 | $263K | Sell |
1,886
-30
| -2% | -$4.18K | 0.02% | 215 |
|
|
2024
Q3 | $266K | Hold |
1,916
| – | – | 0.02% | 210 |
|
|
2024
Q2 | $224K | Hold |
1,916
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $228K | Sell |
1,916
-139
| -7% | -$16.5K | 0.02% | 211 |
|
|
2023
Q4 | $238K | Buy |
+2,055
| New | +$238K | 0.02% | 208 |
|
|
2023
Q3 | – | Sell |
-1,892
| Closed | -$220K | – | 265 |
|
|
2023
Q2 | $220K | Buy |
+1,892
| New | +$220K | 0.02% | 214 |
|
|
2023
Q1 | – | Sell |
-2,131
| Closed | -$239K | – | 261 |
|
|
2022
Q4 | $239K | Buy |
+2,131
| New | +$239K | 0.03% | 177 |
|
|
2022
Q3 | – | Sell |
-1,877
| Closed | -$210K | – | 242 |
|
|
2022
Q2 | $210K | Hold |
1,877
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $224K | Buy |
+1,877
| New | +$224K | 0.03% | 178 |
|
|
2021
Q4 | – | Sell |
-2,984
| Closed | -$263K | – | 270 |
|
|
2021
Q3 | $263K | Buy |
2,984
+7
| +0.2% | +$617 | 0.03% | 160 |
|
|
2021
Q2 | $286K | Hold |
2,977
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $294K | Hold |
2,977
| – | – | 0.04% | 145 |
|
|
2020
Q4 | $284K | Hold |
2,977
| – | – | 0.04% | 149 |
|
|
2020
Q3 | $285K | Hold |
2,977
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $296K | Hold |
2,977
| – | – | 0.05% | 127 |
|
|
2020
Q1 | $295K | Buy |
+2,977
| New | +$295K | 0.06% | 117 |
|