Slocum, Gordon & Co’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 | $139K | Hold |
900
| – | – | 0.11% | 66 |
|
|
2025
Q1 | $139K | Hold |
900
| – | – | 0.1% | 62 |
|
|
2024
Q4 | $125K | Buy |
+900
| New | +$125K | 0.1% | 64 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$58.3K | – | 136 |
|
|
2024
Q2 | $58.3K | Hold |
500
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $59.4K | Hold |
500
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $58K | Sell |
500
-500
| -50% | -$58K | 0.05% | 76 |
|
|
2023
Q3 | $106K | Hold |
1,000
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $116K | Hold |
1,000
| – | – | 0.08% | 63 |
|
|
2023
Q1 | $112K | Hold |
1,000
| – | – | 0.09% | 62 |
|
|
2022
Q4 | $112K | Buy |
+1,000
| New | +$112K | 0.07% | 60 |
|