SCM
Schnieders Capital Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
1,975
| – | – | 0.05% | 182 |
|
|
2025
Q1 | $305K | Hold |
1,975
| – | – | 0.07% | 166 |
|
|
2024
Q4 | $275K | Sell |
1,975
-25
| -1% | -$3.48K | 0.05% | 172 |
|
|
2024
Q3 | $277K | Sell |
2,000
-300
| -13% | -$41.6K | 0.05% | 176 |
|
|
2024
Q2 | $268K | Hold |
2,300
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $273K | Hold |
2,300
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $267K | Sell |
2,300
-350
| -13% | -$40.6K | 0.06% | 169 |
|
|
2023
Q3 | $281K | Hold |
2,650
| – | – | 0.06% | 154 |
|
|
2023
Q2 | $308K | Sell |
2,650
-200
| -7% | -$23.3K | 0.06% | 156 |
|
|
2023
Q1 | $320K | Hold |
2,850
| – | – | 0.07% | 154 |
|
|
2022
Q4 | $319K | Hold |
2,850
| – | – | 0.07% | 154 |
|
|
2022
Q3 | $290K | Hold |
2,850
| – | – | 0.08% | 156 |
|
|
2022
Q2 | $320K | Hold |
2,850
| – | – | 0.1% | 145 |
|
|
2022
Q1 | $341K | Hold |
2,850
| – | – | 0.08% | 156 |
|
|
2021
Q4 | $299K | Hold |
2,850
| – | – | 0.07% | 163 |
|
|
2021
Q3 | $251K | Sell |
2,850
-200
| -7% | -$17.6K | 0.07% | 165 |
|
|
2021
Q2 | $293K | Hold |
3,050
| – | – | 0.08% | 156 |
|
|
2021
Q1 | $302K | Hold |
3,050
| – | – | 0.09% | 149 |
|
|
2020
Q4 | $291K | Hold |
3,050
| – | – | 0.1% | 143 |
|
|
2020
Q3 | $292K | Hold |
3,050
| – | – | 0.11% | 132 |
|
|
2020
Q2 | $304K | Hold |
3,050
| – | – | 0.12% | 125 |
|
|
2020
Q1 | $303K | Hold |
3,050
| – | – | 0.15% | 111 |
|
|
2019
Q4 | $341K | Hold |
3,050
| – | – | 0.12% | 125 |
|
|
2019
Q3 | $347K | Hold |
3,050
| – | – | 0.14% | 113 |
|
|
2019
Q2 | $322K | Hold |
3,050
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $313K | Sell |
3,050
-100
| -3% | -$10.3K | 0.13% | 110 |
|
|
2018
Q4 | $292K | Sell |
3,150
-100
| -3% | -$9.27K | 0.14% | 106 |
|
|
2018
Q3 | $305K | Hold |
3,250
| – | – | 0.13% | 115 |
|
|
2018
Q2 | $293K | Hold |
3,250
| – | – | 0.12% | 116 |
|
|
2018
Q1 | $274K | Hold |
3,250
| – | – | 0.12% | 124 |
|
|
2017
Q4 | $279K | Buy |
3,250
+500
| +18% | +$42.9K | 0.12% | 131 |
|
|
2017
Q3 | $231K | Hold |
2,750
| – | – | 0.1% | 139 |
|
|
2017
Q2 | $228K | Hold |
2,750
| – | – | 0.11% | 137 |
|
|
2017
Q1 | $217K | Hold |
2,750
| – | – | 0.1% | 139 |
|
|
2016
Q4 | $204K | Buy |
+2,750
| New | +$204K | 0.1% | 138 |
|