Symmetry Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,876
| Closed | -$219K | – | 125 |
|
|
2024
Q2 | $219K | Hold |
1,876
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $223K | Hold |
1,876
| – | – | 0.02% | 507 |
|
|
2023
Q4 | $218K | Sell |
1,876
-2,636
| -58% | -$306K | 0.01% | 475 |
|
|
2023
Q3 | $478K | Hold |
4,512
| – | – | 0.03% | 311 |
|
|
2023
Q2 | $525K | Hold |
4,512
| – | – | 0.03% | 322 |
|
|
2023
Q1 | $507K | Hold |
4,512
| – | – | 0.03% | 319 |
|
|
2022
Q4 | $506K | Buy |
4,512
+1,814
| +67% | +$203K | 0.03% | 322 |
|
|
2022
Q3 | $275K | Hold |
2,698
| – | – | 0.02% | 466 |
|
|
2022
Q2 | $302K | Hold |
2,698
| – | – | 0.02% | 467 |
|
|
2022
Q1 | $322K | Hold |
2,698
| – | – | 0.02% | 489 |
|
|
2021
Q4 | $283K | Hold |
2,698
| – | – | 0.02% | 529 |
|
|
2021
Q3 | $243K | Hold |
2,698
| – | – | 0.02% | 596 |
|
|
2021
Q2 | $259K | Hold |
2,698
| – | – | 0.02% | 600 |
|
|
2021
Q1 | $267K | Hold |
2,698
| – | – | 0.02% | 576 |
|
|
2020
Q4 | $257K | Hold |
2,698
| – | – | 0.02% | 550 |
|
|
2020
Q3 | $258K | Buy |
2,698
+505
| +23% | +$48.3K | 0.02% | 522 |
|
|
2020
Q2 | $218K | Hold |
2,193
| – | – | 0.03% | 280 |
|
|
2020
Q1 | $218K | Sell |
2,193
-1,007
| -31% | -$100K | 0.05% | 260 |
|
|
2019
Q4 | $358K | Hold |
3,200
| – | – | 0.07% | 220 |
|
|
2019
Q3 | $364K | Sell |
3,200
-626
| -16% | -$71.2K | 0.08% | 223 |
|
|
2019
Q2 | $404K | Sell |
3,826
-384
| -9% | -$40.5K | 0.08% | 195 |
|
|
2019
Q1 | $433K | Buy |
+4,210
| New | +$433K | 0.07% | 174 |
|