SMDAM
Sumitomo Mitsui DS Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
20,907
+3,414
| +20% | +$526K | 0.03% | 395 |
|
|
2025
Q1 | $2.7M | Buy |
17,493
+543
| +3% | +$83.9K | 0.03% | 422 |
|
|
2024
Q4 | $2.36M | Buy |
16,950
+528
| +3% | +$73.5K | 0.02% | 447 |
|
|
2024
Q3 | $2.28M | Hold |
16,422
| – | – | 0.02% | 444 |
|
|
2024
Q2 | $1.92M | Buy |
16,422
+3,180
| +24% | +$371K | 0.02% | 458 |
|
|
2024
Q1 | $1.57M | Buy |
13,242
+41
| +0.3% | +$4.87K | 0.02% | 504 |
|
|
2023
Q4 | $1.53M | Buy |
13,201
+407
| +3% | +$47.2K | 0.02% | 513 |
|
|
2023
Q3 | $1.36M | Sell |
12,794
-65
| -0.5% | -$6.89K | 0.02% | 488 |
|
|
2023
Q2 | $1.5M | Buy |
12,859
+2,247
| +21% | +$261K | 0.02% | 467 |
|
|
2023
Q1 | $1.19M | Buy |
10,612
+236
| +2% | +$26.5K | 0.02% | 506 |
|
|
2022
Q4 | $1.16M | Buy |
10,376
+87
| +0.8% | +$9.75K | 0.02% | 490 |
|
|
2022
Q3 | $1.05M | Buy |
10,289
+165
| +2% | +$16.8K | 0.02% | 485 |
|
|
2022
Q2 | $1.14M | Buy |
10,124
+1,831
| +22% | +$205K | 0.03% | 450 |
|
|
2022
Q1 | $991K | Buy |
8,293
+44
| +0.5% | +$5.26K | 0.02% | 524 |
|
|
2021
Q4 | $864K | Sell |
8,249
-22
| -0.3% | -$2.3K | 0.02% | 561 |
|
|
2021
Q3 | $729K | Sell |
8,271
-46
| -0.6% | -$4.05K | 0.02% | 580 |
|
|
2021
Q2 | $799K | Hold |
8,317
| – | – | 0.02% | 564 |
|
|
2021
Q1 | $822K | Hold |
8,317
| – | – | 0.02% | 533 |
|
|
2020
Q4 | $793K | Hold |
8,317
| – | – | 0.02% | 524 |
|
|
2020
Q3 | $795K | Buy |
8,317
+124
| +2% | +$11.9K | 0.03% | 475 |
|
|
2020
Q2 | $815K | Buy |
8,193
+1,399
| +21% | +$139K | 0.03% | 442 |
|
|
2020
Q1 | $674K | Sell |
6,794
-932
| -12% | -$92.5K | 0.03% | 431 |
|
|
2019
Q4 | $864K | Sell |
7,726
-83
| -1% | -$9.28K | 0.03% | 459 |
|
|
2019
Q3 | $889K | Buy |
7,809
+1,879
| +32% | +$214K | 0.03% | 422 |
|
|
2019
Q2 | $625K | Sell |
5,930
-1,670
| -22% | -$176K | 0.03% | 496 |
|
|
2019
Q1 | $782K | Buy |
7,600
+895
| +13% | +$92.1K | 0.01% | 584 |
|
|
2018
Q4 | $621K | Hold |
6,705
| – | – | 0.01% | 589 |
|
|
2018
Q3 | $629K | Hold |
6,705
| – | – | 0.01% | 643 |
|
|
2018
Q2 | $604K | Hold |
6,705
| – | – | 0.01% | 648 |
|
|
2018
Q1 | $564K | Sell |
6,705
-116
| -2% | -$9.76K | 0.01% | 662 |
|
|
2017
Q4 | $585K | Sell |
6,821
-131
| -2% | -$11.2K | 0.01% | 674 |
|
|
2017
Q3 | $582K | Sell |
6,952
-895
| -11% | -$74.9K | 0.01% | 637 |
|
|
2017
Q2 | $650K | Sell |
7,847
-44
| -0.6% | -$3.65K | 0.01% | 605 |
|
|
2017
Q1 | $623K | Buy |
7,891
+965
| +14% | +$76.2K | 0.01% | 623 |
|
|
2016
Q4 | $513K | Buy |
6,926
+62
| +0.9% | +$4.59K | 0.01% | 631 |
|
|
2016
Q3 | $511K | Hold |
6,864
| – | – | 0.01% | 617 |
|
|
2016
Q2 | $558K | Buy |
6,864
+102
| +2% | +$8.29K | 0.02% | 566 |
|
|
2016
Q1 | $502K | Buy |
+6,762
| New | +$502K | 0.02% | 602 |
|