WhitTier Trust Company’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
$366K Buy
2,375
+4
+0.2% +$616 0.01% 431
2025
Q1
$367K Sell
2,371
-916
-28% -$142K 0.01% 432
2024
Q4
$458K Hold
3,287
0.01% 375
2024
Q3
$456K Sell
3,287
-2,113
-39% -$293K 0.01% 366
2024
Q2
$630K Sell
5,400
-1,263
-19% -$147K 0.02% 324
2024
Q1
$792K Buy
6,663
+128
+2% +$15.2K 0.02% 299
2023
Q4
$757K Sell
6,535
-79
-1% -$9.16K 0.02% 299
2023
Q3
$701K Hold
6,614
0.02% 301
2023
Q2
$769K Sell
6,614
-316
-5% -$36.8K 0.03% 298
2023
Q1
$779K Sell
6,930
-770
-10% -$86.5K 0.03% 298
2022
Q4
$863K Sell
7,700
-214
-3% -$24K 0.03% 289
2022
Q3
$806K Hold
7,914
0.03% 288
2022
Q2
$887K Buy
7,914
+5
+0.1% +$560 0.04% 284
2022
Q1
$945K Hold
7,909
0.03% 290
2021
Q4
$828K Sell
7,909
-335
-4% -$35.1K 0.03% 299
2021
Q3
$728K Sell
8,244
-21
-0.3% -$1.85K 0.03% 300
2021
Q2
$794K Hold
8,265
0.03% 290
2021
Q1
$817K Hold
8,265
0.04% 278
2020
Q4
$789K Sell
8,265
-173
-2% -$16.5K 0.04% 265
2020
Q3
$807K Sell
8,438
-1,598
-16% -$153K 0.05% 244
2020
Q2
$1M Sell
10,036
-243
-2% -$24.2K 0.06% 212
2020
Q1
$1.02M Sell
10,279
-845
-8% -$83.9K 0.08% 192
2019
Q4
$1.25M Buy
11,124
+437
+4% +$48.9K 0.08% 193
2019
Q3
$1.22M Hold
10,687
0.08% 185
2019
Q2
$1.13M Sell
10,687
-452
-4% -$47.7K 0.08% 187
2019
Q1
$1.15M Sell
11,139
-249
-2% -$25.6K 0.08% 182
2018
Q4
$1.06M Sell
11,388
-534
-4% -$49.5K 0.09% 180
2018
Q3
$1.12M Sell
11,922
-548
-4% -$51.5K 0.08% 180
2018
Q2
$1.12M Buy
12,470
+109
+0.9% +$9.83K 0.09% 178
2018
Q1
$1.04M Sell
12,361
-4,003
-24% -$337K 0.09% 187
2017
Q4
$1.41M Hold
16,364
0.12% 161
2017
Q3
$1.37M Sell
16,364
-63
-0.4% -$5.28K 0.13% 158
2017
Q2
$1.36M Sell
16,427
-2,527
-13% -$210K 0.13% 157
2017
Q1
$1.5M Buy
18,954
+10,335
+120% +$816K 0.15% 143
2016
Q4
$639K Sell
8,619
-306
-3% -$22.7K 0.07% 212
2016
Q3
$665K Sell
8,925
-315
-3% -$23.5K 0.08% 207
2016
Q2
$751K Sell
9,240
-1,289
-12% -$105K 0.09% 200
2016
Q1
$782K Sell
10,529
-1,034
-9% -$76.8K 0.09% 200
2015
Q4
$729K Sell
11,563
-2,641
-19% -$167K 0.09% 208
2015
Q3
$826K Sell
14,204
-5,418
-28% -$315K 0.1% 195
2015
Q2
$1.01M Sell
19,622
-474
-2% -$24.3K 0.11% 186
2015
Q1
$1.11M Buy
20,096
+1,902
+10% +$105K 0.12% 173
2014
Q4
$1.01M Buy
18,194
+449
+3% +$25K 0.11% 182
2014
Q3
$846K Buy
17,745
+4
+0% +$191 0.1% 192
2014
Q2
$948K Sell
17,741
-428
-2% -$22.9K 0.11% 181
2014
Q1
$856K Buy
18,169
+4,741
+35% +$223K 0.1% 188
2013
Q4
$610K Buy
13,428
+2,170
+19% +$98.6K 0.07% 210
2013
Q3
$479K Buy
11,258
+1,391
+14% +$59.2K 0.06% 227
2013
Q2
$405K Buy
+9,867
New +$405K 0.06% 235