Sarah T. Connolly’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,990
| Closed | -$211K | – | 15 |
|
|
2023
Q3 | $211K | Sell |
1,990
-325
| -14% | -$34.4K | 0.14% | 85 |
|
|
2023
Q2 | $269K | Sell |
2,315
-250
| -10% | -$29.1K | 0.16% | 86 |
|
|
2023
Q1 | $288K | Hold |
2,565
| – | – | 0.18% | 83 |
|
|
2022
Q4 | $287K | Hold |
2,565
| – | – | 0.2% | 87 |
|
|
2022
Q3 | $261K | Hold |
2,565
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $288K | Hold |
2,565
| – | – | 0.2% | 85 |
|
|
2022
Q1 | $306K | Hold |
2,565
| – | – | 0.18% | 83 |
|
|
2021
Q4 | $269K | Buy |
2,565
+200
| +8% | +$21K | 0.15% | 86 |
|
|
2021
Q3 | $209K | Hold |
2,365
| – | – | 0.17% | 93 |
|
|
2021
Q2 | $227K | Sell |
2,365
-240
| -9% | -$23K | 0.19% | 89 |
|
|
2021
Q1 | $258K | Hold |
2,605
| – | – | 0.23% | 84 |
|
|
2020
Q4 | $249K | Buy |
+2,605
| New | +$249K | 0.23% | 83 |
|