Veritable’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,870
| Closed | -$683K | – | 62 |
|
|
2023
Q2 | $683K | Buy |
5,870
+216
| +4% | +$25.1K | 0.01% | 468 |
|
|
2023
Q1 | $635K | Buy |
5,654
+538
| +11% | +$60.5K | 0.01% | 471 |
|
|
2022
Q4 | $573K | Buy |
5,116
+1,100
| +27% | +$123K | 0.01% | 489 |
|
|
2022
Q3 | $409K | Buy |
4,016
+158
| +4% | +$16.1K | 0.01% | 551 |
|
|
2022
Q2 | $432K | Buy |
3,858
+181
| +5% | +$20.3K | 0.01% | 571 |
|
|
2022
Q1 | $439K | Buy |
3,677
+357
| +11% | +$42.6K | 0.01% | 598 |
|
|
2021
Q4 | $348K | Buy |
3,320
+381
| +13% | +$39.9K | 0.01% | 669 |
|
|
2021
Q3 | $259K | Buy |
2,939
+61
| +2% | +$5.38K | ﹤0.01% | 742 |
|
|
2021
Q2 | $277K | Buy |
2,878
+20
| +0.7% | +$1.93K | ﹤0.01% | 706 |
|
|
2021
Q1 | $283K | Sell |
2,858
-4
| -0.1% | -$396 | ﹤0.01% | 677 |
|
|
2020
Q4 | $273K | Sell |
2,862
-387
| -12% | -$36.9K | 0.01% | 656 |
|
|
2020
Q3 | $311K | Sell |
3,249
-88
| -3% | -$8.42K | 0.01% | 562 |
|
|
2020
Q2 | $332K | Sell |
3,337
-474
| -12% | -$47.2K | 0.01% | 571 |
|
|
2020
Q1 | $378K | Buy |
3,811
+166
| +5% | +$16.5K | 0.01% | 498 |
|
|
2019
Q4 | $408K | Sell |
3,645
-8
| -0.2% | -$895 | 0.01% | 575 |
|
|
2019
Q3 | $416K | Buy |
3,653
+93
| +3% | +$10.6K | 0.01% | 557 |
|
|
2019
Q2 | $376K | Buy |
3,560
+457
| +15% | +$48.3K | 0.01% | 579 |
|
|
2019
Q1 | $319K | Sell |
3,103
-1,234
| -28% | -$127K | 0.01% | 623 |
|
|
2018
Q4 | $402K | Buy |
4,337
+233
| +6% | +$21.6K | 0.01% | 509 |
|
|
2018
Q3 | $385K | Buy |
4,104
+70
| +2% | +$6.57K | 0.01% | 560 |
|
|
2018
Q2 | $364K | Buy |
4,034
+178
| +5% | +$16.1K | 0.01% | 573 |
|
|
2018
Q1 | $325K | Buy |
3,856
+206
| +6% | +$17.4K | 0.01% | 603 |
|
|
2017
Q4 | $314K | Buy |
3,650
+760
| +26% | +$65.4K | 0.01% | 612 |
|
|
2017
Q3 | $242K | Hold |
2,890
| – | – | 0.01% | 672 |
|
|
2017
Q2 | $240K | Hold |
2,890
| – | – | 0.01% | 676 |
|
|
2017
Q1 | $228K | Sell |
2,890
-55
| -2% | -$4.34K | 0.01% | 681 |
|
|
2016
Q4 | $218K | Buy |
2,945
+233
| +9% | +$17.2K | 0.01% | 675 |
|
|
2016
Q3 | $202K | Buy |
2,712
+68
| +3% | +$5.07K | 0.01% | 689 |
|
|
2016
Q2 | $215K | Buy |
+2,644
| New | +$215K | 0.01% | 654 |
|