PSI 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
Q1 | – | Sell |
-191
| Closed | -$26.6K | – | 762 |
|
|
2024
Q4 | $26.6K | Hold |
191
| – | – | 0.01% | 369 |
|
|
2024
Q3 | $26.5K | Hold |
191
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $22.3K | Hold |
191
| – | – | 0.01% | 385 |
|
|
2024
Q1 | $22.7K | Hold |
191
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $22.1K | Hold |
191
| – | – | 0.01% | 393 |
|
|
2023
Q3 | $20.2K | Hold |
191
| – | – | 0.01% | 386 |
|
|
2023
Q2 | $22.2K | Hold |
191
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $21.5K | Sell |
191
-400
| -68% | -$44.9K | 0.01% | 327 |
|
|
2022
Q4 | $66.2K | Hold |
591
| – | – | 0.04% | 189 |
|
|
2022
Q3 | $60K | Sell |
591
-135
| -19% | -$13.7K | 0.03% | 202 |
|
|
2022
Q2 | $81K | Hold |
726
| – | – | 0.04% | 191 |
|
|
2022
Q1 | $87K | Hold |
726
| – | – | 0.04% | 210 |
|
|
2021
Q4 | $76K | Hold |
726
| – | – | 0.03% | 232 |
|
|
2021
Q3 | $64K | Buy |
+726
| New | +$64K | 0.03% | 253 |
|
|
2020
Q1 | – | Sell |
-726
| Closed | -$81K | – | 143 |
|
|
2019
Q4 | $81K | Buy |
+726
| New | +$81K | 0.05% | 212 |
|