SteelPeak Wealth’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 | – | Sell |
-15,081
| Closed | -$2.33M | – | 510 |
|
|
2025
Q1 | $2.33M | Buy |
15,081
+4,418
| +41% | +$683K | 0.1% | 158 |
|
|
2024
Q4 | $1.49M | Sell |
10,663
-5,853
| -35% | -$815K | 0.06% | 198 |
|
|
2024
Q3 | $2.29M | Sell |
16,516
-125
| -0.8% | -$17.3K | 0.1% | 150 |
|
|
2024
Q2 | $1.94M | Sell |
16,641
-173
| -1% | -$20.2K | 0.09% | 162 |
|
|
2024
Q1 | $2M | Buy |
16,814
+8,367
| +99% | +$995K | 0.1% | 162 |
|
|
2023
Q4 | $979K | Sell |
8,447
-6,400
| -43% | -$742K | 0.06% | 204 |
|
|
2023
Q3 | $1.57M | Sell |
14,847
-1,155
| -7% | -$122K | 0.1% | 150 |
|
|
2023
Q2 | $1.86M | Buy |
16,002
+187
| +1% | +$21.8K | 0.11% | 123 |
|
|
2023
Q1 | $1.78M | Buy |
15,815
+14,015
| +779% | +$1.57M | 0.12% | 123 |
|
|
2022
Q4 | $202K | Sell |
1,800
-8,572
| -83% | -$961K | 0.01% | 365 |
|
|
2022
Q3 | $1.06M | Buy |
+10,372
| New | +$1.06M | 0.08% | 161 |
|
|
2022
Q2 | – | Sell |
-7,000
| Closed | -$836K | – | 396 |
|
|
2022
Q1 | $836K | Sell |
7,000
-7,820
| -53% | -$934K | 0.05% | 196 |
|
|
2021
Q4 | $1.55M | Buy |
+14,820
| New | +$1.55M | 0.09% | 129 |
|