SeaCrest Wealth Management’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 | – | Sell |
-1,352
| Closed | -$209K | – | 622 |
|
|
2025
Q1 | $209K | Sell |
1,352
-237
| -15% | -$36.6K | 0.02% | 606 |
|
|
2024
Q4 | $221K | Sell |
1,589
-6
| -0.4% | -$836 | 0.02% | 592 |
|
|
2024
Q3 | $221K | Buy |
+1,595
| New | +$221K | 0.02% | 586 |
|
|
2022
Q3 | – | Sell |
-1,401
| Closed | -$157K | – | 688 |
|
|
2022
Q2 | $157K | Buy |
+1,401
| New | +$157K | 0.02% | 695 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$38K | – | 2143 |
|
|
2018
Q3 | $38K | Hold |
400
| – | – | 0.01% | 1111 |
|
|
2018
Q2 | $36K | Sell |
400
-144
| -26% | -$13K | 0.01% | 1113 |
|
|
2018
Q1 | $46K | Hold |
544
| – | – | 0.01% | 986 |
|
|
2017
Q4 | $47K | Buy |
+544
| New | +$47K | 0.01% | 982 |
|