Spirit of America Management Corp’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 | $840K | Buy |
5,450
+550
| +11% | +$84.8K | 0.18% | 137 |
|
|
2025
Q1 | $757K | Buy |
4,900
+450
| +10% | +$69.6K | 0.15% | 141 |
|
|
2024
Q4 | $620K | Buy |
4,450
+1,050
| +31% | +$146K | 0.13% | 149 |
|
|
2024
Q3 | $472K | Buy |
3,400
+350
| +11% | +$48.5K | 0.09% | 178 |
|
|
2024
Q2 | $356K | Buy |
3,050
+150
| +5% | +$17.5K | 0.07% | 195 |
|
|
2024
Q1 | $345K | Buy |
2,900
+300
| +12% | +$35.7K | 0.07% | 192 |
|
|
2023
Q4 | $301K | Hold |
2,600
| – | – | 0.07% | 194 |
|
|
2023
Q3 | $275K | Buy |
2,600
+600
| +30% | +$63.6K | 0.06% | 180 |
|
|
2023
Q2 | $233K | Buy |
2,000
+1,350
| +208% | +$157K | 0.05% | 187 |
|
|
2023
Q1 | $73K | Buy |
+650
| New | +$73K | 0.02% | 217 |
|