SWA
SFMG Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Sell |
1,043,125
-15,417
| -1% | -$2.38M | 12.07% | 1 |
|
|
2025
Q1 | $164M | Sell |
1,058,542
-664
| -0.1% | -$103K | 12.91% | 1 |
|
|
2024
Q4 | $148M | Buy |
1,059,206
+7,501
| +0.7% | +$1.04M | 11.63% | 1 |
|
|
2024
Q3 | $146M | Sell |
1,051,705
-7,516
| -0.7% | -$1.04M | 11.83% | 1 |
|
|
2024
Q2 | $124M | Buy |
1,059,221
+9,253
| +0.9% | +$1.08M | 10.74% | 2 |
|
|
2024
Q1 | $125M | Sell |
1,049,968
-33,881
| -3% | -$4.03M | 10.73% | 2 |
|
|
2023
Q4 | $126M | Sell |
1,083,849
-1,788
| -0.2% | -$207K | 11.64% | 1 |
|
|
2023
Q3 | $115M | Sell |
1,085,637
-17,972
| -2% | -$1.9M | 11.82% | 1 |
|
|
2023
Q2 | $128M | Sell |
1,103,609
-5,254
| -0.5% | -$611K | 13.21% | 1 |
|
|
2023
Q1 | $125M | Sell |
1,108,863
-58,682
| -5% | -$6.59M | 13.42% | 1 |
|
|
2022
Q4 | $131M | Sell |
1,167,545
-973
| -0.1% | -$109K | 14.52% | 1 |
|
|
2022
Q3 | $116M | Sell |
1,168,518
-5,648
| -0.5% | -$561K | 13.54% | 1 |
|
|
2022
Q2 | $132M | Sell |
1,174,166
-10,512
| -0.9% | -$1.18M | 15.27% | 1 |
|
|
2022
Q1 | $142M | Sell |
1,184,678
-59,507
| -5% | -$7.11M | 14% | 1 |
|
|
2021
Q4 | $130M | Buy |
1,244,185
+17,870
| +1% | +$1.87M | 12.67% | 1 |
|
|
2021
Q3 | $108M | Sell |
1,226,315
-6,416
| -0.5% | -$566K | 12% | 1 |
|
|
2021
Q2 | $118M | Buy |
1,232,731
+10,397
| +0.9% | +$999K | 13.16% | 1 |
|
|
2021
Q1 | $121M | Buy |
1,222,334
+3,405
| +0.3% | +$337K | 14.01% | 1 |
|
|
2020
Q4 | $116M | Buy |
1,218,929
+20,118
| +2% | +$1.92M | 14.75% | 1 |
|
|
2020
Q3 | $115M | Sell |
1,198,811
-253
| -0% | -$24.2K | 15.81% | 1 |
|
|
2020
Q2 | $119M | Buy |
1,199,064
+8,901
| +0.7% | +$886K | 17.01% | 1 |
|
|
2020
Q1 | $118M | Sell |
1,190,163
-3,079
| -0.3% | -$306K | 17.71% | 1 |
|
|
2019
Q4 | $133M | Buy |
1,193,242
+10,372
| +0.9% | +$1.16M | 16.33% | 1 |
|
|
2019
Q3 | $135M | Sell |
1,182,870
-5,672
| -0.5% | -$646K | 18.24% | 1 |
|
|
2019
Q2 | $129M | Buy |
1,188,542
+75,420
| +7% | +$8.16M | 17.44% | 1 |
|
|
2019
Q1 | $115M | Buy |
1,113,122
+13,640
| +1% | +$1.4M | 16.56% | 1 |
|
|
2018
Q4 | $102M | Buy |
1,099,482
+17,782
| +2% | +$1.65M | 16.49% | 1 |
|
|
2018
Q3 | $99.7M | Sell |
1,081,700
-10,154
| -0.9% | -$936K | 15.33% | 1 |
|
|
2018
Q2 | $98.4M | Buy |
1,091,854
+17,959
| +2% | +$1.62M | 15.95% | 1 |
|
|
2018
Q1 | $90.5M | Sell |
1,073,895
-20,610
| -2% | -$1.74M | 15.33% | 1 |
|
|
2017
Q4 | $94M | Buy |
1,094,505
+16,697
| +2% | +$1.43M | 15.6% | 1 |
|
|
2017
Q3 | $90.4M | Sell |
1,077,808
-385
| -0% | -$32.3K | 17.66% | 1 |
|
|
2017
Q2 | $89.4M | Buy |
1,078,193
+15,547
| +1% | +$1.29M | 18.55% | 1 |
|
|
2017
Q1 | $83.9M | Buy |
1,062,646
+1,715
| +0.2% | +$135K | 16.99% | 1 |
|
|
2016
Q4 | $78.7M | Buy |
1,060,931
+33,871
| +3% | +$2.51M | 16.77% | 1 |
|
|
2016
Q3 | $76.5M | Buy |
1,027,060
+7,992
| +0.8% | +$595K | 16.78% | 1 |
|
|
2016
Q2 | $82.9M | Buy |
1,019,068
+17,842
| +2% | +$1.45M | 18.51% | 1 |
|
|
2016
Q1 | $74.4M | Buy |
1,001,226
+4,097
| +0.4% | +$304K | 16.37% | 1 |
|
|
2015
Q4 | $62.9M | Buy |
997,129
+47,924
| +5% | +$3.02M | 14.32% | 1 |
|
|
2015
Q3 | $55.2M | Buy |
949,205
+96
| +0% | +$5.59K | 13.35% | 1 |
|
|
2015
Q2 | $48.7M | Sell |
949,109
-1,001,078
| -51% | -$51.3M | 10.89% | 1 |
|
|
2015
Q1 | $108M | Buy |
1,950,187
+1,039,150
| +114% | +$57.5M | 8.71% | 1 |
|
|
2014
Q4 | $50.8M | Buy |
911,037
+65,065
| +8% | +$3.63M | 11.3% | 1 |
|
|
2014
Q3 | $40.4M | Buy |
845,972
+117
| +0% | +$5.58K | 12.64% | 1 |
|
|
2014
Q2 | $45.2M | Buy |
845,855
+35,451
| +4% | +$1.89M | 15.55% | 1 |
|
|
2014
Q1 | $38.2M | Buy |
810,404
+126
| +0% | +$5.94K | 12.86% | 1 |
|
|
2013
Q4 | $36.8M | Buy |
810,278
+65,865
| +9% | +$2.99M | 12.65% | 1 |
|
|
2013
Q3 | $31.7M | Buy |
744,413
+24,447
| +3% | +$1.04M | 12.71% | 1 |
|
|
2013
Q2 | $29.6M | Buy |
+719,966
| New | +$29.6M | 11.81% | 2 |
|