USA Financial Formulas’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 | $1.13M | Buy |
7,329
+2,096
| +40% | +$323K | 0.19% | 42 |
|
|
2025
Q1 | $809K | Sell |
5,233
-3,022
| -37% | -$467K | 0.13% | 68 |
|
|
2024
Q4 | $1.15M | Buy |
+8,255
| New | +$1.15M | 0.18% | 51 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$349 | – | 497 |
|
|
2023
Q2 | $349 | Hold |
3
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $337 | Buy |
+3
| New | +$337 | ﹤0.01% | 397 |
|
|
2022
Q3 | $1.02M | Buy |
10,032
+3,519
| +54% | +$358K | 1.61% | 34 |
|
|
2022
Q2 | $730K | Buy |
6,513
+6,510
| +217,000% | +$730K | 0.91% | 54 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 322 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 211 |
|
|
2019
Q4 | $0 | Sell |
3
-24,247
| -100% | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $2.76M | Buy |
+24,250
| New | +$2.76M | 1.07% | 51 |
|
|
2016
Q3 | – | Sell |
-6,278
| Closed | -$511K | – | 230 |
|
|
2016
Q2 | $511K | Sell |
6,278
-1,992
| -24% | -$162K | 0.14% | 112 |
|
|
2016
Q1 | $614K | Buy |
+8,270
| New | +$614K | 0.2% | 46 |
|