Sowell Financial Services’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 | $308K | Buy |
1,999
+232
| +13% | +$35.8K | 0.01% | 773 |
|
|
2025
Q1 | $273K | Buy |
+1,767
| New | +$273K | 0.01% | 803 |
|
|
2021
Q2 | – | Sell |
-26
| Closed | -$3K | – | 678 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q4 | $2K | Buy |
26
+13
| +100% | +$1K | ﹤0.01% | 2440 |
|
|
2020
Q3 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 2319 |
|
|
2020
Q2 | $2K | Sell |
18
-3,403
| -99% | -$378K | ﹤0.01% | 2116 |
|
|
2020
Q1 | $339K | Buy |
3,421
+3,408
| +26,215% | +$338K | 0.03% | 506 |
|
|
2019
Q4 | $1K | Sell |
13
-29
| -69% | -$2.23K | ﹤0.01% | 2290 |
|
|
2019
Q3 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 1742 |
|