Principal Securities’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 | $806K | Buy |
5,231
+4,036
| +338% | +$622K | 0.02% | 678 |
|
|
2025
Q1 | $166K | Hold |
1,195
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q4 | $166K | Buy |
1,195
+297
| +33% | +$41.4K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $125K | Buy |
898
+19
| +2% | +$2.64K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $103K | Sell |
879
-68
| -7% | -$7.93K | ﹤0.01% | 1317 |
|
|
2024
Q1 | $113K | Buy |
947
+22
| +2% | +$2.62K | ﹤0.01% | 1236 |
|
|
2023
Q4 | $107K | Buy |
+925
| New | +$107K | ﹤0.01% | 1168 |
|