Phocas Financial Corp’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-380
| Closed | -$42.6K | – | 195 |
|
|
2022
Q4 | $42.6K | Buy |
+380
| New | +$42.6K | 0.01% | 249 |
|
|
2019
Q3 | – | Sell |
-448
| Closed | -$47K | – | 199 |
|
|
2019
Q2 | $47K | Buy |
+448
| New | +$47K | 0.01% | 259 |
|
|
2019
Q1 | – | Sell |
-380
| Closed | -$35K | – | 201 |
|
|
2018
Q4 | $35K | Buy |
+380
| New | +$35K | ﹤0.01% | 249 |
|
|
2016
Q3 | – | Sell |
-59,356
| Closed | -$4.83M | – | 248 |
|
|
2016
Q2 | $4.83M | Sell |
59,356
-1,347
| -2% | -$110K | 0.35% | 129 |
|
|
2016
Q1 | $4.51M | Sell |
60,703
-821
| -1% | -$61K | 0.35% | 136 |
|
|
2015
Q4 | $3.88M | Buy |
61,524
+103
| +0.2% | +$6.49K | 0.3% | 157 |
|
|
2015
Q3 | $3.57M | Sell |
61,421
-585
| -0.9% | -$34K | 0.3% | 157 |
|
|
2015
Q2 | $3.18M | Sell |
62,006
-1,265
| -2% | -$64.9K | 0.26% | 168 |
|
|
2015
Q1 | $3.5M | Buy |
+63,271
| New | +$3.5M | 0.28% | 155 |
|
|
2013
Q4 | – | Sell |
-97,648
| Closed | -$4.16M | – | 228 |
|
|
2013
Q3 | $4.16M | Buy |
97,648
+1,683
| +2% | +$71.7K | 0.4% | 118 |
|
|
2013
Q2 | $3.94M | Buy |
+95,965
| New | +$3.94M | 0.41% | 116 |
|