SIM
Sentry Investment Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Hold |
428
| – | – | 0.04% | 351 |
|
|
2025
Q1 | $62K | Sell |
428
-128
| -23% | -$18.5K | 0.04% | 328 |
|
|
2024
Q4 | $77K | Sell |
556
-90
| -14% | -$12.5K | 0.04% | 339 |
|
|
2024
Q3 | $90K | Hold |
646
| – | – | 0.04% | 352 |
|
|
2024
Q2 | $75K | Sell |
646
-132
| -17% | -$15.3K | 0.03% | 361 |
|
|
2024
Q1 | $92K | Hold |
778
| – | – | 0.04% | 362 |
|
|
2023
Q4 | $90K | Sell |
778
-84
| -10% | -$9.72K | 0.04% | 360 |
|
|
2023
Q3 | $91K | Sell |
862
-50
| -5% | -$5.28K | 0.04% | 368 |
|
|
2023
Q2 | $106K | Hold |
912
| – | – | 0.04% | 375 |
|
|
2023
Q1 | $102K | Sell |
912
-10
| -1% | -$1.12K | 0.04% | 359 |
|
|
2022
Q4 | $103K | Buy |
922
+68
| +8% | +$7.6K | 0.05% | 362 |
|
|
2022
Q3 | $87K | Hold |
854
| – | – | 0.04% | 380 |
|
|
2022
Q2 | $96K | Sell |
854
-166
| -16% | -$18.7K | 0.04% | 372 |
|
|
2022
Q1 | $122K | Sell |
1,020
-327
| -24% | -$39.1K | 0.04% | 396 |
|
|
2021
Q4 | $141K | Buy |
1,347
+349
| +35% | +$36.5K | 0.04% | 390 |
|
|
2021
Q3 | $88K | Sell |
998
-146
| -13% | -$12.9K | 0.03% | 452 |
|
|
2021
Q2 | $110K | Hold |
1,144
| – | – | 0.03% | 409 |
|
|
2021
Q1 | $113K | Sell |
1,144
-5,521
| -83% | -$545K | 0.03% | 423 |
|
|
2020
Q4 | $636K | Sell |
6,665
-357
| -5% | -$34.1K | 0.03% | 379 |
|
|
2020
Q3 | $671K | Hold |
7,022
| – | – | 0.04% | 339 |
|
|
2020
Q2 | $699K | Buy |
7,022
+22
| +0.3% | +$2.19K | 0.04% | 357 |
|
|
2020
Q1 | $695K | Hold |
7,000
| – | – | 0.05% | 278 |
|
|
2019
Q4 | $783K | Hold |
7,000
| – | – | 0.05% | 332 |
|
|
2019
Q3 | $797K | Hold |
7,000
| – | – | 0.05% | 310 |
|
|
2019
Q2 | $739K | Hold |
7,000
| – | – | 0.05% | 341 |
|
|
2019
Q1 | $721K | Buy |
+7,000
| New | +$721K | 0.05% | 342 |
|