Texas Yale Capital Corp’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.52M | Buy |
35,274
+150
| +0.4% | +$26.5K | 0.18% | 79 |
|
|
2025
Q4 | $5.89M | Buy |
35,124
+150
| +0.4% | +$25.9K | 0.18% | 84 |
|
|
2025
Q3 | $5.97M | Sell |
34,974
-125
| -0.4% | -$20.2K | 0.19% | 80 |
|
|
2025
Q2 | $5.41M | Sell |
35,099
-285
| -0.8% | -$44.3K | 0.18% | 77 |
|
|
2025
Q1 | $5.47M | Buy |
35,384
+600
| +2% | +$87.5K | 0.22% | 72 |
|
|
2024
Q4 | $4.84M | Buy |
34,784
+210
| +0.6% | +$29.9K | 0.19% | 87 |
|
|
2024
Q3 | $4.8M | Buy |
34,574
+110
| +0.3% | +$14.1K | 0.21% | 86 |
|
|
2024
Q2 | $4.02M | Buy |
34,464
+50
| +0.1% | +$5.83K | 0.19% | 93 |
|
|
2024
Q1 | $4.09M | Buy |
34,414
+110
| +0.3% | +$12.6K | 0.18% | 89 |
|
|
2023
Q4 | $3.98M | Hold |
34,304
| – | – | 0.19% | 87 |
|
|
2023
Q3 | $3.63M | Buy |
34,304
+59
| +0.2% | +$6.88K | 0.16% | 84 |
|
|
2023
Q2 | $3.98M | Buy |
34,245
+246
| +0.7% | +$28.5K | 0.19% | 81 |
|
|
2023
Q1 | $3.82M | Buy |
33,999
+64
| +0.2% | +$7.28K | 0.19% | 88 |
|
|
2022
Q4 | $3.8M | Hold |
33,935
| – | – | 0.22% | 85 |
|
|
2022
Q3 | $3.46M | Hold |
33,935
| – | – | 0.22% | 82 |
|
|
2022
Q2 | $3.8M | Buy |
33,935
+295
| +0.9% | +$33.8K | 0.25% | 80 |
|
|
2022
Q1 | $4.02M | Buy |
33,640
+180
| +0.5% | +$19.7K | 0.22% | 89 |
|
|
2021
Q4 | $3.51M | Buy |
33,460
+185
| +0.6% | +$17.5K | 0.18% | 109 |
|
|
2021
Q3 | $2.94M | Buy |
33,275
+30
| +0.1% | +$2.9K | 0.17% | 122 |
|
|
2021
Q2 | $3.19M | Buy |
33,245
+50
| +0.2% | +$5.01K | 0.18% | 102 |
|
|
2021
Q1 | $3.28M | Buy |
33,195
+280
| +0.9% | +$25.5K | 0.21% | 96 |
|
|
2020
Q4 | $3.14M | Sell |
32,915
-350
| -1% | -$33.8K | 0.21% | 98 |
|
|
2020
Q3 | $3.18M | Sell |
33,265
-40
| -0.1% | -$3.99K | 0.24% | 87 |
|
|
2020
Q2 | $3.32M | Hold |
33,305
| – | – | 0.27% | 83 |
|
|
2020
Q1 | $3.31M | Hold |
33,305
| – | – | 0.33% | 68 |
|
|
2019
Q4 | $3.73M | Buy |
33,305
+350
| +1% | +$38.4K | 0.26% | 77 |
|
|
2019
Q3 | $3.75M | Hold |
32,955
| – | – | 0.27% | 72 |
|
|
2019
Q2 | $3.48M | Sell |
32,955
-32,051
| -49% | -$3.28M | 0.26% | 77 |
|
|
2019
Q1 | $6.69M | Buy |
65,006
+33,646
| +107% | +$3.28M | 0.27% | 79 |
|
|
2018
Q4 | $2.91M | Hold |
31,360
| – | – | 0.26% | 80 |
|
|
2018
Q3 | $2.94M | Hold |
31,360
| – | – | 0.24% | 95 |
|
|
2018
Q2 | $2.83M | Hold |
31,360
| – | – | 0.24% | 88 |
|
|
2018
Q1 | $2.64M | Hold |
31,360
| – | – | 0.23% | 91 |
|
|
2017
Q4 | $2.69M | Hold |
31,360
| – | – | 0.23% | 86 |
|
|
2017
Q3 | $2.63M | Hold |
31,360
| – | – | 0.23% | 84 |
|
|
2017
Q2 | $2.6M | Hold |
31,360
| – | – | 0.23% | 79 |
|
|
2017
Q1 | $2.48M | Hold |
31,360
| – | – | 0.22% | 81 |
|
|
2016
Q4 | $2.33M | Hold |
31,360
| – | – | 0.22% | 88 |
|
|
2016
Q3 | $2.33M | Hold |
31,360
| – | – | 0.22% | 89 |
|
|
2016
Q2 | $2.55M | Hold |
31,360
| – | – | 0.25% | 81 |
|
|
2016
Q1 | $2.33M | Hold |
31,360
| – | – | 0.24% | 85 |
|
|
2015
Q4 | $1.98M | Buy |
31,360
+230
| +0.7% | +$14.1K | 0.19% | 101 |
|
|
2015
Q3 | $1.81M | Hold |
31,130
| – | – | 0.17% | 108 |
|
|
2015
Q2 | $1.6M | Hold |
31,130
| – | – | 0.13% | 136 |
|
|
2015
Q1 | $1.72M | Buy |
31,130
+2,350
| +8% | +$129K | 0.14% | 127 |
|
|
2014
Q4 | $1.6M | Buy |
+28,780
| New | +$1.52M | 0.14% | 114 |
|
Other funds holding ATO
VCM
VPM
