Summit Securities Group’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 | $16.3K | Buy |
+106
| New | +$16.3K | ﹤0.01% | 652 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 328 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 462 |
|
|
2023
Q3 | – | Sell |
-188
| Closed | -$22K | – | 409 |
|
|
2023
Q2 | $22K | Sell |
188
-92
| -33% | -$10.8K | ﹤0.01% | 480 |
|
|
2023
Q1 | $31K | Sell |
280
-2,534
| -90% | -$281K | ﹤0.01% | 403 |
|
|
2022
Q4 | $315K | Buy |
2,814
+1,723
| +158% | +$193K | 0.01% | 202 |
|
|
2022
Q3 | $111K | Buy |
1,091
+802
| +278% | +$81.6K | 0.01% | 343 |
|
|
2022
Q2 | $32K | Buy |
289
+133
| +85% | +$14.7K | ﹤0.01% | 472 |
|
|
2022
Q1 | $19K | Buy |
+156
| New | +$19K | ﹤0.01% | 493 |
|