Patton Albertson Miller Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,625
| Closed | -$225K | – | 223 |
|
|
2024
Q3 | $225K | Buy |
+1,625
| New | +$225K | 0.03% | 204 |
|
|
2023
Q1 | – | Sell |
-1,860
| Closed | -$208K | – | 217 |
|
|
2022
Q4 | $208K | Buy |
+1,860
| New | +$208K | 0.04% | 211 |
|
|
2022
Q3 | – | Sell |
-1,850
| Closed | -$207K | – | 214 |
|
|
2022
Q2 | $207K | Sell |
1,850
-100
| -5% | -$11.2K | 0.04% | 220 |
|
|
2022
Q1 | $233K | Hold |
1,950
| – | – | 0.04% | 227 |
|
|
2021
Q4 | $204K | Buy |
+1,950
| New | +$204K | 0.03% | 247 |
|
|
2021
Q3 | – | Sell |
-2,150
| Closed | -$207K | – | 239 |
|
|
2021
Q2 | $207K | Sell |
2,150
-100
| -4% | -$9.63K | 0.05% | 200 |
|
|
2021
Q1 | $222K | Sell |
2,250
-50
| -2% | -$4.93K | 0.05% | 198 |
|
|
2020
Q4 | $210K | Buy |
2,300
+200
| +10% | +$18.3K | 0.05% | 204 |
|
|
2020
Q3 | $201K | Hold |
2,100
| – | – | 0.06% | 201 |
|
|
2020
Q2 | $209K | Hold |
2,100
| – | – | 0.06% | 198 |
|
|
2020
Q1 | $208K | Hold |
2,100
| – | – | 0.07% | 200 |
|
|
2019
Q4 | $235K | Hold |
2,100
| – | – | 0.06% | 219 |
|
|
2019
Q3 | $239K | Hold |
2,100
| – | – | 0.07% | 219 |
|
|
2019
Q2 | $228K | Buy |
+2,100
| New | +$228K | 0.07% | 223 |
|