Patten Group’s Atmos Energy ATO Stock Holding History

Patten Group’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Buy	2,307 +645	+39%	+$99.4K	0.08%	216
2025 Q1	$257K	Sell	1,662 -210	-11%	-$32.5K	0.06%	239
2024 Q4	$261K	Sell	1,872 -628	-25%	-$87.5K	0.06%	234
2024 Q3	$347K	Hold	2,500	–	–	0.08%	212
2024 Q2	$292K	Hold	2,500	–	–	0.07%	221
2024 Q1	$297K	Hold	2,500	–	–	0.07%	219
2023 Q4	$290K	Sell	2,500 -500	-17%	-$58K	0.08%	204
2023 Q3	$318K	Hold	3,000	–	–	0.1%	188
2023 Q2	$349K	Hold	3,000	–	–	0.05%	184
2023 Q1	$337K	Hold	3,000	–	–	0.1%	187
2022 Q4	$336K	Sell	3,000 -453	-13%	-$50.8K	0.11%	191
2022 Q3	$343K	Hold	3,453	–	–	0.12%	180
2022 Q2	$388K	Hold	3,453	–	–	0.12%	172
2022 Q1	$413K	Sell	3,453 -286	-8%	-$34.2K	0.12%	180
2021 Q4	$392K	Hold	3,739	–	–	0.1%	187
2021 Q3	$330K	Sell	3,739 -308	-8%	-$27.2K	0.1%	199
2021 Q2	$389K	Sell	4,047 -280	-6%	-$26.9K	0.11%	177
2021 Q1	$428K	Hold	4,327	–	–	0.14%	165
2020 Q4	$413K	Hold	4,327	–	–	0.11%	166
2020 Q3	$414K	Hold	4,327	–	–	0.16%	143
2020 Q2	$431K	Hold	4,327	–	–	0.19%	126
2020 Q1	$429K	Hold	4,327	–	–	0.22%	107
2019 Q4	$484K	Hold	4,327	–	–	0.18%	131
2019 Q3	$493K	Hold	4,327	–	–	0.2%	117
2019 Q2	$457K	Sell	4,327 -587	-12%	-$62K	0.19%	123
2019 Q1	$506K	Hold	4,914	–	–	0.22%	112
2018 Q4	$456K	Hold	4,914	–	–	0.22%	111
2018 Q3	$461K	Sell	4,914 -281	-5%	-$26.4K	0.18%	124
2018 Q2	$468K	Hold	5,195	–	–	0.19%	121
2018 Q1	$438K	Hold	5,195	–	–	0.18%	126
2017 Q4	$446K	Hold	5,195	–	–	0.18%	130
2017 Q3	$436K	Hold	5,195	–	–	0.18%	129
2017 Q2	$453K	Hold	5,195	–	–	0.18%	123
2017 Q1	$416K	Sell	5,195 -305	-6%	-$24.4K	0.18%	121
2016 Q4	$414K	Hold	5,500	–	–	0.19%	114
2016 Q3	$391K	Hold	5,500	–	–	0.18%	118
2016 Q2	$447K	Hold	5,500	–	–	0.21%	111
2016 Q1	$408K	Hold	5,500	–	–	0.19%	114
2015 Q4	$347K	Hold	5,500	–	–	0.17%	127
2015 Q3	$320K	Hold	5,500	–	–	0.16%	128
2015 Q2	$282K	Hold	5,500	–	–	0.13%	145
2015 Q1	$304K	Hold	5,500	–	–	0.16%	137
2014 Q4	$307K	Buy	+5,500	New	+$307K	0.15%	142