Smith Group Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41,330
| Closed | -$4.91M | – | 141 |
|
|
2024
Q1 | $4.91M | Sell |
41,330
-17,500
| -30% | -$2.08M | 0.28% | 81 |
|
|
2023
Q4 | $6.82M | Buy |
+58,830
| New | +$6.82M | 0.4% | 77 |
|
|
2022
Q1 | $9.9M | Hold |
82,830
| – | – | 0.52% | 60 |
|
|
2021
Q4 | $8.68M | Buy |
+82,830
| New | +$8.68M | 0.4% | 64 |
|
|
2021
Q3 | – | Sell |
-82,830
| Closed | -$7.96M | – | 374 |
|
|
2021
Q2 | $7.96M | Hold |
82,830
| – | – | 0.39% | 65 |
|
|
2021
Q1 | $8.19M | Buy |
+82,830
| New | +$8.19M | 0.43% | 62 |
|