TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
ATO holding history
Atmos Energy Corp in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ATO overviewAll 13F holders of ATOFull Q4 2024 holdings
- Shares (Q4 2024)
- 6,974
- Value
- $971.2K
- % of portfolio
- 0.1%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 6,974 | $971.2K | 0.1% | +5+0.1% | Added | Holders |
| Q3 2024 | 6,969 | $966.7K | 0.1% | −29−0.4% | Reduced | Holders |
| Q2 2024 | 6,998 | $816.3K | 0.1% | −28−0.4% | Reduced | Holders |
| Q1 2024 | 7,026 | $835.1K | 0.1% | −20−0.3% | Reduced | Holders |
| Q4 2023 | 7,046 | $816.6K | 0.1% | −24−0.3% | Reduced | Holders |
| Q3 2023 | 7,070 | $749.0K | 0.1% | +46+0.7% | Added | Holders |
| Q2 2023 | 7,024 | $817.2K | 0.2% | +117+1.7% | Added | Holders |
| Q1 2023 | 6,907 | $776.1K | 0.2% | +58+0.8% | Added | Holders |
| Q4 2022 | 6,849 | $767.5K | 0.2% | +374+5.8% | Added | Holders |
| Q3 2022 | 6,475 | $659.0K | 0.2% | +355+5.8% | Added | Holders |
| Q2 2022 | 6,120 | $686.0K | 0.2% | −16−0.3% | Reduced | Holders |
| Q1 2022 | 6,136 | $733.0K | 0.1% | +31+0.5% | Added | Holders |
| Q4 2021 | 6,105 | $640.0K | 0.1% | +6,105 | New | Holders |