Spire Wealth Management’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 | $7.09K | Buy |
46
+8
| +21% | +$1.23K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $5.87K | Sell |
38
-1
| -3% | -$155 | ﹤0.01% | 2013 |
|
|
2024
Q4 | $5.43K | Buy |
39
+9
| +30% | +$1.25K | ﹤0.01% | 2020 |
|
|
2024
Q3 | $4.16K | Buy |
30
+9
| +43% | +$1.25K | ﹤0.01% | 1858 |
|
|
2024
Q2 | $2.45K | Sell |
21
-522
| -96% | -$60.9K | ﹤0.01% | 1973 |
|
|
2024
Q1 | $64.5K | Buy |
543
+7
| +1% | +$832 | ﹤0.01% | 1127 |
|
|
2023
Q4 | $60.6K | Buy |
536
+10
| +2% | +$1.13K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $55.7K | Buy |
526
+6
| +1% | +$636 | ﹤0.01% | 1140 |
|
|
2023
Q2 | $60.5K | Hold |
520
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q1 | $58.5K | Hold |
520
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q4 | $58K | Sell |
520
-4
| -0.8% | -$446 | ﹤0.01% | 932 |
|
|
2022
Q3 | $53K | Buy |
524
+4
| +0.8% | +$405 | ﹤0.01% | 927 |
|
|
2022
Q2 | $58K | Sell |
520
-570
| -52% | -$63.6K | ﹤0.01% | 1229 |
|
|
2022
Q1 | $130K | Sell |
1,090
-45
| -4% | -$5.37K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $114K | Buy |
1,135
+95
| +9% | +$9.54K | ﹤0.01% | 1345 |
|
|
2021
Q3 | $92K | Buy |
1,040
+468
| +82% | +$41.4K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $55K | Sell |
572
-180
| -24% | -$17.3K | ﹤0.01% | 1439 |
|
|
2021
Q1 | $74K | Buy |
+752
| New | +$74K | ﹤0.01% | 1527 |
|