Steward Partners Investment Advisory’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 | $995K | Buy |
6,457
+374
| +6% | +$57.6K | 0.01% | 997 |
|
|
2025
Q1 | $940K | Buy |
6,083
+54
| +0.9% | +$8.35K | 0.01% | 947 |
|
|
2024
Q4 | $840K | Buy |
6,029
+681
| +13% | +$94.8K | 0.01% | 942 |
|
|
2024
Q3 | $742K | Sell |
5,348
-164
| -3% | -$22.7K | 0.01% | 958 |
|
|
2024
Q2 | $643K | Buy |
5,512
+10
| +0.2% | +$1.17K | 0.01% | 957 |
|
|
2024
Q1 | $654K | Buy |
5,502
+1,056
| +24% | +$126K | 0.01% | 951 |
|
|
2023
Q4 | $515K | Buy |
4,446
+1,118
| +34% | +$130K | 0.01% | 993 |
|
|
2023
Q3 | $353K | Buy |
3,328
+356
| +12% | +$37.7K | 0.01% | 1060 |
|
|
2023
Q2 | $346K | Sell |
2,972
-60
| -2% | -$6.98K | 0.01% | 1069 |
|
|
2023
Q1 | $341K | Buy |
3,032
+137
| +5% | +$15.4K | 0.01% | 1067 |
|
|
2022
Q4 | $324K | Sell |
2,895
-18
| -0.6% | -$2.02K | 0.01% | 1054 |
|
|
2022
Q3 | $297K | Buy |
2,913
+53
| +2% | +$5.4K | 0.01% | 1038 |
|
|
2022
Q2 | $321K | Buy |
2,860
+9
| +0.3% | +$1.01K | 0.01% | 1008 |
|
|
2022
Q1 | $341K | Buy |
2,851
+204
| +8% | +$24.4K | 0.01% | 1070 |
|
|
2021
Q4 | $277K | Buy |
2,647
+1,706
| +181% | +$179K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $83K | Hold |
941
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q2 | $90K | Sell |
941
-133
| -12% | -$12.7K | ﹤0.01% | 2406 |
|
|
2021
Q1 | $106K | Buy |
1,074
+324
| +43% | +$32K | ﹤0.01% | 1593 |
|
|
2020
Q4 | $72K | Sell |
750
-54
| -7% | -$5.18K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $77K | Buy |
804
+54
| +7% | +$5.17K | ﹤0.01% | 1317 |
|
|
2020
Q2 | $75K | Hold |
750
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $74K | Sell |
750
-18
| -2% | -$1.78K | ﹤0.01% | 1110 |
|
|
2019
Q4 | $85K | Hold |
768
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q3 | $87K | Hold |
768
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q2 | $81K | Buy |
+768
| New | +$81K | ﹤0.01% | 1136 |
|
|
2018
Q4 | – | Sell |
-483
| Closed | -$45K | – | 862 |
|
|
2018
Q3 | $45K | Hold |
483
| – | – | ﹤0.01% | 1231 |
|
|
2018
Q2 | $44K | Buy |
483
+15
| +3% | +$1.37K | ﹤0.01% | 1143 |
|
|
2018
Q1 | $39K | Hold |
468
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q4 | $40K | Buy |
+468
| New | +$40K | ﹤0.01% | 899 |
|