Ascent Group’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
$380K Sell
2,465
-2,494
-50% -$384K 0.01% 531
2025
Q1
$767K Sell
4,959
-1,548
-24% -$239K 0.03% 373
2024
Q4
$906K Sell
6,507
-1,778
-21% -$248K 0.07% 290
2024
Q3
$1.15M Sell
8,285
-8,392
-50% -$1.16M 0.09% 263
2024
Q2
$1.95M Buy
16,677
+424
+3% +$49.5K 0.16% 179
2024
Q1
$1.93M Buy
16,253
+2,990
+23% +$355K 0.17% 182
2023
Q4
$1.51M Buy
13,263
+503
+4% +$57.3K 0.14% 200
2023
Q3
$1.42M Buy
+12,760
New +$1.42M 0.16% 188