Vest Financial’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 | $51.6M | Sell |
334,708
-58,254
| -15% | -$8.98M | 0.73% | 67 |
|
2025
Q1 | $60.7M | Sell |
392,962
-4,866
| -1% | -$752K | 0.94% | 23 |
|
2024
Q4 | $55.4M | Buy |
397,828
+10,367
| +3% | +$1.44M | 0.98% | 28 |
|
2024
Q3 | $53.7M | Buy |
387,461
+13,112
| +4% | +$1.82M | 1.04% | 34 |
|
2024
Q2 | $43.7M | Buy |
374,349
+41,722
| +13% | +$4.87M | 1.05% | 31 |
|
2024
Q1 | $39.5M | Buy |
332,627
+85,579
| +35% | +$10.2M | 1.05% | 44 |
|
2023
Q4 | $28.6M | Buy |
247,048
+61,708
| +33% | +$7.15M | 1.07% | 47 |
|
2023
Q3 | $19.6M | Buy |
185,340
+80,764
| +77% | +$8.56M | 1.07% | 54 |
|
2023
Q2 | $12M | Buy |
104,576
+16,408
| +19% | +$1.89M | 1.12% | 41 |
|
2023
Q1 | $9.91M | Sell |
88,168
-2,009
| -2% | -$226K | 1.35% | 40 |
|
2022
Q4 | $10.1M | Buy |
90,177
+10,074
| +13% | +$1.13M | 1.58% | 21 |
|
2022
Q3 | $8.16M | Buy |
80,103
+592
| +0.7% | +$60.3K | 1.54% | 34 |
|
2022
Q2 | $9.13M | Sell |
79,511
-2,970
| -4% | -$341K | 1.66% | 20 |
|
2022
Q1 | $9.86M | Buy |
82,481
+10,172
| +14% | +$1.22M | 1.79% | 5 |
|
2021
Q4 | $7.58M | Buy |
72,309
+19,371
| +37% | +$2.03M | 1.65% | 15 |
|
2021
Q3 | $4.67M | Buy |
52,938
+13,809
| +35% | +$1.22M | 1.42% | 55 |
|
2021
Q2 | $3.76M | Buy |
39,129
+10,924
| +39% | +$1.05M | 1.42% | 60 |
|
2021
Q1 | $2.79M | Buy |
28,205
+6,021
| +27% | +$595K | 1.6% | 20 |
|
2020
Q4 | $2.12M | Buy |
+22,184
| New | +$2.12M | 1.42% | 55 |
|