Segall Bryant & Hamill’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,654
| Closed | -$1.12M | – | 522 |
|
|
2023
Q2 | $1.12M | Sell |
9,654
-1,700
| -15% | -$198K | 0.01% | 470 |
|
|
2023
Q1 | $1.28M | Buy |
11,354
+104
| +0.9% | +$11.7K | 0.01% | 468 |
|
|
2022
Q4 | $1.26M | Hold |
11,250
| – | – | 0.01% | 463 |
|
|
2022
Q3 | $1.15M | Sell |
11,250
-54
| -0.5% | -$5.5K | 0.01% | 482 |
|
|
2022
Q2 | $1.27M | Sell |
11,304
-150
| -1% | -$16.8K | 0.01% | 474 |
|
|
2022
Q1 | $1.37M | Sell |
11,454
-1,925
| -14% | -$230K | 0.01% | 482 |
|
|
2021
Q4 | $1.4M | Hold |
13,379
| – | – | 0.01% | 434 |
|
|
2021
Q3 | $1.18M | Sell |
13,379
-2,500
| -16% | -$220K | 0.01% | 513 |
|
|
2021
Q2 | $1.52M | Sell |
15,879
-920
| -5% | -$88.2K | 0.01% | 481 |
|
|
2021
Q1 | $1.66M | Sell |
16,799
-2,008
| -11% | -$199K | 0.02% | 489 |
|
|
2020
Q4 | $1.79M | Sell |
18,807
-75
| -0.4% | -$7.15K | 0.02% | 428 |
|
|
2020
Q3 | $1.81M | Sell |
18,882
-2,811
| -13% | -$269K | 0.02% | 403 |
|
|
2020
Q2 | $2.17M | Buy |
21,693
+946
| +5% | +$94.4K | 0.04% | 321 |
|
|
2020
Q1 | $2.06M | Sell |
20,747
-490
| -2% | -$48.7K | 0.04% | 328 |
|
|
2019
Q4 | $2.38M | Sell |
21,237
-1,413
| -6% | -$158K | 0.04% | 367 |
|
|
2019
Q3 | $2.58M | Sell |
22,650
-1,100
| -5% | -$125K | 0.04% | 364 |
|
|
2019
Q2 | $2.51M | Sell |
23,750
-800
| -3% | -$84.5K | 0.04% | 367 |
|
|
2019
Q1 | $2.53M | Sell |
24,550
-3,246
| -12% | -$334K | 0.04% | 374 |
|
|
2018
Q4 | $2.58M | Sell |
27,796
-1,800
| -6% | -$167K | 0.04% | 355 |
|
|
2018
Q3 | $2.78M | Sell |
29,596
-1,750
| -6% | -$164K | 0.04% | 389 |
|
|
2018
Q2 | $2.83M | Buy |
+31,346
| New | +$2.83M | 0.04% | 384 |
|