Vestmark Advisory Solutions’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 | $617K | Buy |
4,004
+2,559
| +177% | +$394K | 0.01% | 578 |
|
2025
Q1 | $223K | Buy |
+1,445
| New | +$223K | 0.01% | 608 |
|
2024
Q4 | – | Sell |
-1,968
| Closed | -$273K | – | 573 |
|
2024
Q3 | $273K | Buy |
1,968
+106
| +6% | +$14.7K | 0.01% | 470 |
|
2024
Q2 | $217K | Buy |
+1,862
| New | +$217K | 0.01% | 511 |
|
2023
Q3 | – | Sell |
-10,403
| Closed | -$1.21M | – | 448 |
|
2023
Q2 | $1.21M | Buy |
10,403
+777
| +8% | +$90.4K | 0.05% | 409 |
|
2023
Q1 | $1.08M | Buy |
9,626
+627
| +7% | +$70.5K | 0.05% | 419 |
|
2022
Q4 | $1.01M | Buy |
8,999
+577
| +7% | +$64.7K | 0.05% | 406 |
|
2022
Q3 | $858K | Buy |
8,422
+1,337
| +19% | +$136K | 0.05% | 418 |
|
2022
Q2 | $794K | Buy |
7,085
+2,517
| +55% | +$282K | 0.05% | 424 |
|
2022
Q1 | $546K | Buy |
4,568
+1,266
| +38% | +$151K | 0.03% | 509 |
|
2021
Q4 | $346K | Buy |
3,302
+712
| +27% | +$74.6K | 0.02% | 660 |
|
2021
Q3 | $228K | Buy |
+2,590
| New | +$228K | 0.02% | 753 |
|