United Capital Financial Advisors’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 | $417K | Buy |
2,706
+224
| +9% | +$34.5K | ﹤0.01% | 817 |
|
|
2025
Q1 | $384K | Buy |
2,482
+256
| +12% | +$39.6K | ﹤0.01% | 813 |
|
|
2024
Q4 | $310K | Buy |
2,226
+90
| +4% | +$12.5K | ﹤0.01% | 861 |
|
|
2024
Q3 | $296K | Buy |
2,136
+199
| +10% | +$27.6K | ﹤0.01% | 880 |
|
|
2024
Q2 | $226K | Buy |
1,937
+180
| +10% | +$21K | ﹤0.01% | 937 |
|
|
2024
Q1 | $209K | Sell |
1,757
-70
| -4% | -$8.32K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $212K | Buy |
+1,827
| New | +$212K | ﹤0.01% | 984 |
|
|
2020
Q1 | – | Sell |
-2,127
| Closed | -$238K | – | 1190 |
|
|
2019
Q4 | $238K | Buy |
2,127
+310
| +17% | +$34.7K | ﹤0.01% | 1218 |
|
|
2019
Q3 | $207K | Sell |
1,817
-1,374
| -43% | -$157K | ﹤0.01% | 1170 |
|
|
2019
Q2 | $337K | Buy |
3,191
+596
| +23% | +$62.9K | ﹤0.01% | 1152 |
|
|
2019
Q1 | $267K | Sell |
2,595
-94
| -3% | -$9.67K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $249K | Buy |
2,689
+136
| +5% | +$12.6K | ﹤0.01% | 1126 |
|
|
2018
Q3 | $240K | Sell |
2,553
-250
| -9% | -$23.5K | ﹤0.01% | 1197 |
|
|
2018
Q2 | $253K | Sell |
2,803
-134
| -5% | -$12.1K | ﹤0.01% | 1157 |
|
|
2018
Q1 | $247K | Buy |
2,937
+371
| +14% | +$31.2K | ﹤0.01% | 1161 |
|
|
2017
Q4 | $220K | Buy |
2,566
+3
| +0.1% | +$257 | ﹤0.01% | 1211 |
|
|
2017
Q3 | $215K | Buy |
+2,563
| New | +$215K | ﹤0.01% | 1214 |
|