UMB Bank’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 | $6.2M | Buy |
40,246
+2,483
| +7% | +$383K | 0.1% | 149 |
|
|
2025
Q1 | $5.84M | Buy |
37,763
+36,562
| +3,044% | +$5.65M | 0.1% | 150 |
|
|
2024
Q4 | $167K | Sell |
1,201
-3
| -0.2% | -$418 | ﹤0.01% | 586 |
|
|
2024
Q3 | $167K | Buy |
1,204
+102
| +9% | +$14.1K | ﹤0.01% | 611 |
|
|
2024
Q2 | $129K | Sell |
1,102
-124
| -10% | -$14.5K | ﹤0.01% | 635 |
|
|
2024
Q1 | $146K | Sell |
1,226
-300
| -20% | -$35.7K | ﹤0.01% | 628 |
|
|
2023
Q4 | $177K | Sell |
1,526
-504
| -25% | -$58.4K | ﹤0.01% | 603 |
|
|
2023
Q3 | $215K | Sell |
2,030
-9
| -0.4% | -$953 | ﹤0.01% | 554 |
|
|
2023
Q2 | $237K | Sell |
2,039
-7
| -0.3% | -$814 | ﹤0.01% | 546 |
|
|
2023
Q1 | $230K | Buy |
2,046
+20
| +1% | +$2.25K | ﹤0.01% | 549 |
|
|
2022
Q4 | $227K | Hold |
2,026
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $207K | Sell |
2,026
-21
| -1% | -$2.15K | ﹤0.01% | 599 |
|
|
2022
Q2 | $229K | Sell |
2,047
-10
| -0.5% | -$1.12K | ﹤0.01% | 598 |
|
|
2022
Q1 | $246K | Sell |
2,057
-100
| -5% | -$12K | ﹤0.01% | 618 |
|
|
2021
Q4 | $226K | Buy |
+2,157
| New | +$226K | ﹤0.01% | 639 |
|
|
2020
Q4 | – | Sell |
-3,286
| Closed | -$327K | – | 356 |
|
|
2020
Q3 | $327K | Hold |
3,286
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $327K | Buy |
3,286
+8
| +0.2% | +$796 | 0.01% | 284 |
|
|
2020
Q1 | $326K | Buy |
3,278
+8
| +0.2% | +$796 | 0.01% | 275 |
|
|
2019
Q4 | $366K | Sell |
3,270
-27
| -0.8% | -$3.02K | 0.01% | 293 |
|
|
2019
Q3 | $375 | Hold |
3,297
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $348 | Hold |
3,297
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $340K | Sell |
3,297
-41
| -1% | -$4.23K | 0.01% | 290 |
|
|
2018
Q4 | $310 | Sell |
3,338
-663
| -17% | -$62 | 0.01% | 275 |
|
|
2018
Q3 | $375K | Buy |
+4,001
| New | +$375K | 0.01% | 274 |
|
|
2016
Q4 | – | Sell |
-7,122
| Closed | -$530K | – | 332 |
|
|
2016
Q3 | $530K | Sell |
7,122
-350
| -5% | -$26K | 0.02% | 235 |
|
|
2016
Q2 | $608K | Buy |
7,472
+325
| +5% | +$26.4K | 0.03% | 219 |
|
|
2016
Q1 | $531K | Sell |
7,147
-813
| -10% | -$60.4K | 0.02% | 227 |
|
|
2015
Q4 | $502K | Buy |
7,960
+282
| +4% | +$17.8K | 0.02% | 240 |
|
|
2015
Q3 | $447K | Buy |
7,678
+2,600
| +51% | +$151K | 0.03% | 203 |
|
|
2015
Q2 | $261 | Sell |
5,078
-3,770
| -43% | -$194 | 0.01% | 281 |
|
|
2015
Q1 | $490 | Sell |
8,848
-4,491
| -34% | -$249 | 0.02% | 214 |
|
|
2014
Q4 | $744K | Sell |
13,339
-4,521
| -25% | -$252K | 0.03% | 189 |
|
|
2014
Q3 | $852 | Buy |
17,860
+1,825
| +11% | +$87 | 0.04% | 175 |
|
|
2014
Q2 | $857K | Buy |
+16,035
| New | +$857K | 0.04% | 183 |
|