Asset Dedication LLC’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 | $290K | Hold |
1,885
| – | – | 0.02% | 270 |
|
|
2025
Q1 | $291K | Sell |
1,885
-141
| -7% | -$21.8K | 0.02% | 250 |
|
|
2024
Q4 | $282K | Hold |
2,026
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $281K | Buy |
2,026
+141
| +7% | +$19.6K | 0.02% | 284 |
|
|
2024
Q2 | $220K | Buy |
+1,885
| New | +$220K | 0.02% | 304 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$96K | – | 764 |
|
|
2020
Q3 | $96K | Hold |
1,000
| – | – | 0.02% | 283 |
|
|
2020
Q2 | $100K | Hold |
1,000
| – | – | 0.03% | 261 |
|
|
2020
Q1 | $99K | Hold |
1,000
| – | – | 0.03% | 259 |
|
|
2019
Q4 | $112K | Buy |
+1,000
| New | +$112K | 0.03% | 227 |
|