AssuredPartners Investment Advisors’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	$205K	Sell	1,331 -3,034	-70%	-$468K	0.05%	231
2025 Q1	$675K	Sell	4,365 -508	-10%	-$78.5K	0.13%	164
2024 Q4	$679K	Buy	+4,873	New	+$679K	0.13%	159