TCI Wealth Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-115
| Closed | -$12.9K | – | 368 |
|
|
2023
Q1 | $12.9K | Sell |
115
-1
| -0.9% | -$114 | ﹤0.01% | 929 |
|
|
2022
Q4 | $13K | Sell |
116
-77
| -40% | -$8.47K | ﹤0.01% | 901 |
|
|
2022
Q3 | $20K | Buy |
193
+5
| +3% | +$573 | ﹤0.01% | 647 |
|
|
2022
Q2 | $21K | Hold |
188
| – | – | ﹤0.01% | 618 |
|
|
2022
Q1 | $22K | Hold |
188
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $20K | Sell |
188
-45
| -19% | -$4.26K | ﹤0.01% | 706 |
|
|
2021
Q3 | $21K | Buy |
233
+87
| +60% | +$8.41K | ﹤0.01% | 665 |
|
|
2021
Q2 | $14K | Buy |
146
+28
| +24% | +$2.81K | ﹤0.01% | 738 |
|
|
2021
Q1 | $12K | Buy |
118
+43
| +57% | +$3.91K | 0.01% | 744 |
|
|
2020
Q4 | $7K | Sell |
75
-31
| -29% | -$2.99K | ﹤0.01% | 733 |
|
|
2020
Q3 | $10K | Sell |
106
-4
| -4% | -$399 | ﹤0.01% | 576 |
|
|
2020
Q2 | $11K | Hold |
110
| – | – | ﹤0.01% | 544 |
|
|
2020
Q1 | $11K | Buy |
110
+4
| +4% | +$440 | 0.01% | 544 |
|
|
2019
Q4 | $12K | Hold |
106
| – | – | ﹤0.01% | 661 |
|
|
2019
Q3 | $12K | Hold |
106
| – | – | 0.01% | 589 |
|
|
2019
Q2 | $11K | Sell |
106
-3
| -3% | -$307 | 0.01% | 598 |
|
|
2019
Q1 | $11K | Hold |
109
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $10K | Hold |
109
| – | – | 0.01% | 616 |
|
|
2018
Q3 | $10K | Hold |
109
| – | – | ﹤0.01% | 625 |
|
|
2018
Q2 | $10K | Hold |
109
| – | – | ﹤0.01% | 635 |
|
|
2018
Q1 | $9K | Hold |
109
| – | – | ﹤0.01% | 635 |
|
|
2017
Q4 | $9K | Hold |
109
| – | – | ﹤0.01% | 650 |
|
|
2017
Q3 | $9K | Sell |
109
-3
| -3% | -$259 | ﹤0.01% | 613 |
|
|
2017
Q2 | $9K | Hold |
112
| – | – | ﹤0.01% | 607 |
|
|
2017
Q1 | $9K | Hold |
112
| – | – | ﹤0.01% | 592 |
|
|
2016
Q4 | $8K | Buy |
112
+39
| +53% | +$2.82K | ﹤0.01% | 663 |
|
|
2016
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 715 |
|
|
2016
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 676 |
|
|
2016
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 701 |
|
|
2015
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 700 |
|
|
2015
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 656 |
|
|
2015
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 673 |
|
|
2015
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 596 |
|
|
2014
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 592 |
|
|
2014
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 645 |
|
|
2014
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 628 |
|
|
2014
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 631 |
|
|
2013
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 635 |
|
|
2013
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 556 |
|
|
2013
Q2 | $3K | Buy |
+73
| New | +$3.11K | ﹤0.01% | 519 |
|
Other funds holding ATO
