Stephens Inc’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 | $392K | Buy |
2,545
+166
| +7% | +$25.6K | 0.01% | 918 |
|
|
2025
Q1 | $368K | Sell |
2,379
-29
| -1% | -$4.48K | 0.01% | 914 |
|
|
2024
Q4 | $335K | Sell |
2,408
-5
| -0.2% | -$696 | ﹤0.01% | 972 |
|
|
2024
Q3 | $335K | Sell |
2,413
-23
| -0.9% | -$3.19K | ﹤0.01% | 980 |
|
|
2024
Q2 | $284K | Buy |
2,436
+628
| +35% | +$73.3K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $215K | Buy |
1,808
+75
| +4% | +$8.92K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $201K | Buy |
+1,733
| New | +$201K | ﹤0.01% | 1085 |
|
|
2023
Q1 | – | Sell |
-1,992
| Closed | -$223K | – | 1196 |
|
|
2022
Q4 | $223K | Sell |
1,992
-9,821
| -83% | -$1.1M | ﹤0.01% | 966 |
|
|
2022
Q3 | $1.2M | Sell |
11,813
-623
| -5% | -$63.4K | 0.03% | 484 |
|
|
2022
Q2 | $1.39M | Sell |
12,436
-216
| -2% | -$24.2K | 0.03% | 454 |
|
|
2022
Q1 | $1.51M | Sell |
12,652
-1,297
| -9% | -$155K | 0.02% | 483 |
|
|
2021
Q4 | $1.46M | Sell |
13,949
-6,655
| -32% | -$697K | 0.02% | 519 |
|
|
2021
Q3 | $1.82M | Sell |
20,604
-8,884
| -30% | -$783K | 0.03% | 485 |
|
|
2021
Q2 | $2.83M | Buy |
29,488
+1,343
| +5% | +$129K | 0.04% | 405 |
|
|
2021
Q1 | $2.78M | Buy |
28,145
+3,274
| +13% | +$324K | 0.05% | 390 |
|
|
2020
Q4 | $2.37M | Sell |
24,871
-1,920
| -7% | -$183K | 0.04% | 384 |
|
|
2020
Q3 | $2.56M | Buy |
26,791
+1,609
| +6% | +$154K | 0.05% | 338 |
|
|
2020
Q2 | $2.51M | Buy |
25,182
+2,169
| +9% | +$216K | 0.05% | 339 |
|
|
2020
Q1 | $2.28M | Buy |
23,013
+1,192
| +5% | +$118K | 0.06% | 321 |
|
|
2019
Q4 | $2.44M | Buy |
21,821
+2,995
| +16% | +$335K | 0.05% | 359 |
|
|
2019
Q3 | $2.14M | Buy |
18,826
+372
| +2% | +$42.4K | 0.05% | 369 |
|
|
2019
Q2 | $1.95M | Buy |
18,454
+351
| +2% | +$37.1K | 0.04% | 411 |
|
|
2019
Q1 | $1.86M | Buy |
18,103
+3,119
| +21% | +$321K | 0.04% | 409 |
|
|
2018
Q4 | $1.39M | Buy |
14,984
+1,714
| +13% | +$159K | 0.04% | 436 |
|
|
2018
Q3 | $1.25M | Buy |
13,270
+516
| +4% | +$48.5K | 0.03% | 513 |
|
|
2018
Q2 | $1.15M | Sell |
12,754
-3,801
| -23% | -$343K | 0.03% | 438 |
|
|
2018
Q1 | $1.4M | Buy |
16,555
+3,509
| +27% | +$296K | 0.05% | 338 |
|
|
2017
Q4 | $1.12M | Buy |
13,046
+4,342
| +50% | +$373K | 0.04% | 352 |
|
|
2017
Q3 | $730K | Buy |
8,704
+1,145
| +15% | +$96K | 0.03% | 426 |
|
|
2017
Q2 | $627K | Buy |
7,559
+1,759
| +30% | +$146K | 0.02% | 522 |
|
|
2017
Q1 | $458K | Buy |
5,800
+1,080
| +23% | +$85.3K | 0.02% | 566 |
|
|
2016
Q4 | $350K | Buy |
4,720
+1,173
| +33% | +$87K | 0.01% | 576 |
|
|
2016
Q3 | $264K | Buy |
3,547
+560
| +19% | +$41.7K | 0.01% | 636 |
|
|
2016
Q2 | $243K | Buy |
+2,987
| New | +$243K | 0.01% | 641 |
|