Plante Moran Financial Advisors’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 | $102K | Sell |
661
-100
| -13% | -$15.4K | 0.01% | 233 |
|
|
2025
Q1 | $118K | Buy |
761
+73
| +11% | +$11.3K | 0.01% | 222 |
|
|
2024
Q4 | $95.8K | Hold |
688
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $95.4K | Buy |
688
+27
| +4% | +$3.74K | 0.01% | 292 |
|
|
2024
Q2 | $77.1K | Hold |
661
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $78.5K | Hold |
661
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $76.6K | Hold |
661
| – | – | 0.01% | 275 |
|
|
2023
Q3 | $70K | Hold |
661
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $76.8K | Hold |
661
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $74.2K | Hold |
661
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $74K | Hold |
661
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $67K | Sell |
661
-44
| -6% | -$4.46K | 0.01% | 269 |
|
|
2022
Q2 | $79K | Buy |
705
+44
| +7% | +$4.93K | 0.01% | 246 |
|
|
2022
Q1 | $79K | Hold |
661
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $69K | Hold |
661
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $58K | Hold |
661
| – | – | 0.01% | 359 |
|
|
2021
Q2 | $63K | Hold |
661
| – | – | 0.02% | 323 |
|
|
2021
Q1 | $65K | Hold |
661
| – | – | 0.02% | 305 |
|
|
2020
Q4 | $63K | Hold |
661
| – | – | 0.02% | 312 |
|
|
2020
Q3 | $63K | Hold |
661
| – | – | 0.02% | 283 |
|
|
2020
Q2 | $66K | Hold |
661
| – | – | 0.03% | 258 |
|
|
2020
Q1 | $66K | Hold |
661
| – | – | 0.03% | 227 |
|
|
2019
Q4 | $74K | Buy |
+661
| New | +$74K | 0.03% | 259 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$2K | – | 900 |
|
|
2016
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 704 |
|