Prelude Capital 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
Q1 | – | Sell |
-5,033
| Closed | -$701K | – | 1093 |
|
2024
Q4 | $701K | Buy |
5,033
+143
| +3% | +$19.9K | 0.04% | 400 |
|
2024
Q3 | $678K | Buy |
+4,890
| New | +$678K | 0.04% | 448 |
|
2022
Q4 | – | Sell |
-4,884
| Closed | -$497K | – | 1172 |
|
2022
Q3 | $497K | Sell |
4,884
-525
| -10% | -$53.4K | 0.02% | 645 |
|
2022
Q2 | $606K | Buy |
+5,409
| New | +$606K | 0.02% | 596 |
|
2021
Q3 | – | Sell |
-2,337
| Closed | -$225K | – | 1370 |
|
2021
Q2 | $225K | Buy |
+2,337
| New | +$225K | 0.01% | 1079 |
|
2020
Q3 | – | Sell |
-1,456
| Closed | -$145K | – | 1365 |
|
2020
Q2 | $145K | Buy |
1,456
+306
| +27% | +$30.5K | 0.01% | 563 |
|
2020
Q1 | $114K | Buy |
1,150
+76
| +7% | +$7.53K | 0.01% | 334 |
|
2019
Q4 | $120K | Sell |
1,074
-1,015
| -49% | -$113K | ﹤0.01% | 678 |
|
2019
Q3 | $238K | Sell |
2,089
-616
| -23% | -$70.2K | 0.01% | 415 |
|
2019
Q2 | $286K | Sell |
2,705
-330
| -11% | -$34.9K | 0.01% | 385 |
|
2019
Q1 | $312K | Buy |
3,035
+2,539
| +512% | +$261K | 0.02% | 355 |
|
2018
Q4 | $46K | Sell |
496
-1,144
| -70% | -$106K | ﹤0.01% | 835 |
|
2018
Q3 | $154K | Buy |
1,640
+1,045
| +176% | +$98.1K | 0.01% | 587 |
|
2018
Q2 | $54K | Hold |
595
| – | – | ﹤0.01% | 863 |
|
2018
Q1 | $50K | Sell |
595
-2,902
| -83% | -$244K | ﹤0.01% | 936 |
|
2017
Q4 | $300K | Sell |
3,497
-900
| -20% | -$77.2K | 0.02% | 467 |
|
2017
Q3 | $369K | Buy |
4,397
+3,802
| +639% | +$319K | 0.03% | 404 |
|
2017
Q2 | $49K | Hold |
595
| – | – | ﹤0.01% | 912 |
|
2017
Q1 | $47K | Buy |
595
+100
| +20% | +$7.9K | ﹤0.01% | 941 |
|
2016
Q4 | $37K | Sell |
495
-100
| -17% | -$7.48K | ﹤0.01% | 1082 |
|
2016
Q3 | $44K | Hold |
595
| – | – | ﹤0.01% | 1017 |
|
2016
Q2 | $48K | Sell |
595
-2,800
| -82% | -$226K | 0.01% | 975 |
|
2016
Q1 | $252K | Sell |
3,395
-4,080
| -55% | -$303K | 0.04% | 412 |
|
2015
Q4 | $471K | Buy |
7,475
+7,200
| +2,618% | +$454K | 0.07% | 253 |
|
2015
Q3 | $16K | Hold |
275
| – | – | ﹤0.01% | 1189 |
|
2015
Q2 | $14K | Sell |
275
-10,457
| -97% | -$532K | ﹤0.01% | 1417 |
|
2015
Q1 | $593K | Sell |
10,732
-383
| -3% | -$21.2K | 0.08% | 276 |
|
2014
Q4 | $620K | Buy |
11,115
+2,237
| +25% | +$125K | 0.09% | 229 |
|
2014
Q3 | $423K | Buy |
8,878
+8,603
| +3,128% | +$410K | 0.06% | 389 |
|
2014
Q2 | $15K | Sell |
275
-7,852
| -97% | -$428K | ﹤0.01% | 1609 |
|
2014
Q1 | $383K | Buy |
8,127
+6,627
| +442% | +$312K | 0.05% | 442 |
|
2013
Q4 | $68K | Buy |
1,500
+1,300
| +650% | +$58.9K | 0.01% | 890 |
|
2013
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1180 |
|