Stonebridge Capital Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$106K | – | 257 |
|
|
2023
Q3 | $106K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $116K | Hold |
1,000
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $112K | Hold |
1,000
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $112K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $102K | Hold |
1,000
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $112K | Hold |
1,000
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $119K | Sell |
1,000
-165
| -14% | -$19.6K | 0.01% | 261 |
|
|
2021
Q4 | $122K | Buy |
1,165
+165
| +17% | +$17.3K | 0.01% | 247 |
|
|
2021
Q3 | $88K | Sell |
1,000
-1,000
| -50% | -$88K | 0.01% | 278 |
|
|
2021
Q2 | $195K | Buy |
2,000
+1,000
| +100% | +$97.5K | 0.01% | 261 |
|
|
2021
Q1 | $99K | Buy |
+1,000
| New | +$99K | 0.01% | 260 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$100K | – | 218 |
|
|
2020
Q2 | $100K | Hold |
1,000
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $99K | Hold |
1,000
| – | – | 0.02% | 207 |
|
|
2019
Q4 | $112K | Sell |
1,000
-13
| -1% | -$1.46K | 0.02% | 231 |
|
|
2019
Q3 | $115K | Hold |
1,013
| – | – | 0.02% | 220 |
|
|
2019
Q2 | $107K | Buy |
+1,013
| New | +$107K | 0.02% | 223 |
|