Patten & Patten’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 | $262K | Hold |
1,702
| – | – | 0.02% | 280 |
|
|
2025
Q1 | $263K | Sell |
1,702
-400
| -19% | -$61.8K | 0.02% | 281 |
|
|
2024
Q4 | $293K | Hold |
2,102
| – | – | 0.02% | 265 |
|
|
2024
Q3 | $292K | Hold |
2,102
| – | – | 0.02% | 263 |
|
|
2024
Q2 | $245K | Hold |
2,102
| – | – | 0.02% | 276 |
|
|
2024
Q1 | $250K | Hold |
2,102
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $244K | Sell |
2,102
-250
| -11% | -$29K | 0.02% | 251 |
|
|
2023
Q3 | $249K | Hold |
2,352
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $274K | Hold |
2,352
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $264K | Hold |
2,352
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $264K | Hold |
2,352
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $240K | Hold |
2,352
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $264K | Buy |
+2,352
| New | +$264K | 0.02% | 245 |
|
|
2014
Q2 | – | Sell |
-5,500
| Closed | -$259K | – | 208 |
|
|
2014
Q1 | $259K | Hold |
5,500
| – | – | 0.04% | 231 |
|
|
2013
Q4 | $250K | Hold |
5,500
| – | – | 0.03% | 225 |
|
|
2013
Q3 | $234K | Hold |
5,500
| – | – | 0.04% | 221 |
|
|
2013
Q2 | $226K | Buy |
+5,500
| New | +$226K | 0.04% | 212 |
|