Phillips Financial Management’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 | $2.34M | Buy |
15,156
+17
| +0.1% | +$2.62K | 0.17% | 74 |
|
|
2025
Q1 | $2.34M | Buy |
15,139
+32
| +0.2% | +$4.95K | 0.18% | 72 |
|
|
2024
Q4 | $2.1M | Sell |
15,107
-8,983
| -37% | -$1.25M | 0.17% | 80 |
|
|
2024
Q3 | $3.34M | Sell |
24,090
-990
| -4% | -$137K | 0.26% | 63 |
|
|
2024
Q2 | $2.93M | Buy |
25,080
+20
| +0.1% | +$2.33K | 0.24% | 67 |
|
|
2024
Q1 | $2.98M | Buy |
25,060
+9
| +0% | +$1.07K | 0.24% | 69 |
|
|
2023
Q4 | $2.9M | Sell |
25,051
-2
| -0% | -$232 | 0.25% | 67 |
|
|
2023
Q3 | $2.65M | Buy |
25,053
+4
| +0% | +$424 | 0.25% | 68 |
|
|
2023
Q2 | $2.91M | Buy |
25,049
+7
| +0% | +$814 | 0.27% | 66 |
|
|
2023
Q1 | $2.81M | Sell |
25,042
-4,699
| -16% | -$528K | 0.27% | 66 |
|
|
2022
Q4 | $3.33M | Buy |
29,741
+10
| +0% | +$1.12K | 0.34% | 60 |
|
|
2022
Q3 | $3.03M | Buy |
29,731
+11
| +0% | +$1.12K | 0.33% | 61 |
|
|
2022
Q2 | $3.33M | Buy |
29,720
+19
| +0.1% | +$2.13K | 0.36% | 55 |
|
|
2022
Q1 | $3.55M | Hold |
29,701
| – | – | 0.34% | 53 |
|
|
2021
Q4 | $3.11M | Buy |
+29,701
| New | +$3.11M | 0.3% | 54 |
|