Patriot Financial Group Insurance Agency’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-166
| Closed | -$19K | – | 509 |
|
|
2022
Q2 | $19K | Hold |
166
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $20K | Hold |
166
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q4 | $17K | Hold |
166
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q3 | $15K | Hold |
166
| – | – | ﹤0.01% | 1318 |
|
|
2021
Q2 | $16K | Hold |
166
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q1 | $16K | Hold |
166
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q4 | $16K | Sell |
166
-632
| -79% | -$60.9K | ﹤0.01% | 1048 |
|
|
2020
Q3 | $76K | Buy |
798
+65
| +9% | +$6.19K | 0.02% | 453 |
|
|
2020
Q2 | $73K | Buy |
733
+60
| +9% | +$5.98K | 0.03% | 427 |
|
|
2020
Q1 | $67K | Buy |
673
+43
| +7% | +$4.28K | 0.03% | 394 |
|
|
2019
Q4 | $71K | Buy |
+630
| New | +$71K | 0.03% | 408 |
|