Petrus Trust Company’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,438
| Closed | -$479K | – | 593 |
|
|
2024
Q4 | $479K | Hold |
3,438
| – | – | 0.05% | 234 |
|
|
2024
Q3 | $477K | Sell |
3,438
-1,791
| -34% | -$248K | 0.05% | 247 |
|
|
2024
Q2 | $610K | Buy |
+5,229
| New | +$610K | 0.06% | 153 |
|
|
2023
Q2 | – | Sell |
-4,871
| Closed | -$547K | – | 583 |
|
|
2023
Q1 | $547K | Buy |
+4,871
| New | +$547K | 0.07% | 68 |
|