Raymond James Financial Services Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.8M | Buy |
56,263
+12
| +0% | +$1.54K | 0.01% | 992 |
|
|
2024
Q2 | $6.56M | Sell |
56,251
-10,111
| -15% | -$1.18M | 0.01% | 1028 |
|
|
2024
Q1 | $7.89M | Buy |
66,362
+239
| +0.4% | +$27.4K | 0.01% | 920 |
|
|
2023
Q4 | $7.66M | Sell |
66,123
-7,405
| -10% | -$827K | 0.01% | 879 |
|
|
2023
Q3 | $7.79M | Buy |
73,528
+13,805
| +23% | +$1.61M | 0.01% | 813 |
|
|
2023
Q2 | $6.95M | Buy |
59,723
+2,241
| +4% | +$259K | 0.01% | 863 |
|
|
2023
Q1 | $6.46M | Sell |
57,482
-12,548
| -18% | -$1.43M | 0.01% | 879 |
|
|
2022
Q4 | $7.85M | Buy |
70,030
+122
| +0.2% | +$13.4K | 0.02% | 757 |
|
|
2022
Q3 | $7.12M | Buy |
69,908
+1,543
| +2% | +$177K | 0.02% | 763 |
|
|
2022
Q2 | $7.66M | Sell |
68,365
-9,402
| -12% | -$1.08M | 0.02% | 736 |
|
|
2022
Q1 | $9.29M | Sell |
77,767
-340
| -0.4% | -$37.1K | 0.02% | 717 |
|
|
2021
Q4 | $8.18M | Buy |
78,107
+5,252
| +7% | +$498K | 0.02% | 771 |
|
|
2021
Q3 | $6.43M | Buy |
72,855
+4,946
| +7% | +$478K | 0.01% | 845 |
|
|
2021
Q2 | $6.53M | Buy |
67,909
+7,376
| +12% | +$740K | 0.01% | 850 |
|
|
2021
Q1 | $5.98M | Buy |
60,533
+14,198
| +31% | +$1.29M | 0.01% | 819 |
|
|
2020
Q4 | $4.42M | Sell |
46,335
-152
| -0.3% | -$14.7K | 0.01% | 885 |
|
|
2020
Q3 | $4.44M | Buy |
46,487
+25,844
| +125% | +$2.58M | 0.01% | 807 |
|
|
2020
Q2 | $2.06M | Buy |
20,643
+798
| +4% | +$80.5K | 0.01% | 1111 |
|
|
2020
Q1 | $1.97M | Sell |
19,845
-1,987
| -9% | -$218K | 0.01% | 890 |
|
|
2019
Q4 | $2.44M | Buy |
21,832
+5,387
| +33% | +$591K | 0.01% | 1072 |
|
|
2019
Q3 | $1.87M | Buy |
16,445
+843
| +5% | +$92.2K | 0.01% | 1138 |
|
|
2019
Q2 | $1.65M | Sell |
15,602
-50
| -0.3% | -$5.12K | 0.01% | 1210 |
|
|
2019
Q1 | $1.61M | Buy |
15,652
+1,921
| +14% | +$187K | 0.01% | 1180 |
|
|
2018
Q4 | $1.27M | Buy |
13,731
+1,478
| +12% | +$141K | 0.01% | 1140 |
|
|
2018
Q3 | $1.15M | Buy |
12,253
+369
| +3% | +$34.1K | 0.01% | 1379 |
|
|
2018
Q2 | $1.07M | Sell |
11,884
-22,500
| -65% | -$1.95M | 0.01% | 1373 |
|
|
2018
Q1 | $2.9M | Sell |
34,384
-8,211
| -19% | -$669K | 0.02% | 780 |
|
|
2017
Q4 | $3.66M | Sell |
42,595
-866
| -2% | -$76.2K | 0.02% | 659 |
|
|
2017
Q3 | $3.64M | Buy |
43,461
+438
| +1% | +$37.8K | 0.02% | 657 |
|
|
2017
Q2 | $3.57M | Sell |
43,023
-777
| -2% | -$63.7K | 0.02% | 643 |
|
|
2017
Q1 | $3.46M | Buy |
43,800
+1,086
| +3% | +$83.3K | 0.03% | 604 |
|
|
2016
Q4 | $3.17M | Buy |
42,714
+1,786
| +4% | +$129K | 0.03% | 592 |
|
|
2016
Q3 | $3.05M | Buy |
40,928
+548
| +1% | +$42.2K | 0.03% | 586 |
|
|
2016
Q2 | $3.28M | Buy |
40,380
+190
| +0.5% | +$14.1K | 0.03% | 531 |
|
|
2016
Q1 | $2.98M | Buy |
40,190
+2,146
| +6% | +$147K | 0.03% | 483 |
|
|
2015
Q4 | $2.4M | Sell |
38,044
-7,446
| -16% | -$458K | 0.03% | 579 |
|
|
2015
Q3 | $2.65M | Buy |
45,490
+20,311
| +81% | +$1.12M | 0.04% | 438 |
|
|
2015
Q2 | $1.29M | Buy |
+25,179
| New | +$1.35M | 0.09% | 279 |
|
|
2013
Q3 | – | Sell |
-43,555
| Closed | -$1.79M | – | 519 |
|
|
2013
Q2 | $1.79M | Buy |
+43,555
| New | +$1.86M | 0.05% | 423 |
|
Other funds holding ATO
Raymond James Financial Services Advisors's ATO Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Atmos Energy (ATO) stake by 0.02% in Q3 2024, buying an estimated $1.54K and bringing the position to 56,263 shares worth $7.8M. The position accounts for 0.01% of the portfolio, ranked #992.
Raymond James Financial Services Advisors first reported a position in ATO in Q2 2013 and has held it in 39 quarters since. The position peaked at $9.29M in Q1 2022. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.
- Raymond James Financial Services Advisors held 56,263 shares of Atmos Energy worth $7.8M as of Q3 2024.
- Raymond James Financial Services Advisors bought 12 Atmos Energy shares in Q3 2024, an estimated $1.54K.
- Atmos Energy made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #992 holding.
- Raymond James Financial Services Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 39 quarters since.
- Raymond James Financial Services Advisors's Atmos Energy position peaked at $9.29M in Q1 2022.
- 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.