Avantax Planning Partners’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 | $219K | Hold |
1,420
| – | – | 0.01% | 417 |
|
|
2025
Q1 | $220K | Buy |
+1,420
| New | +$220K | 0.01% | 393 |
|
|
2018
Q4 | – | Sell |
-343
| Closed | -$32K | – | 344 |
|
|
2018
Q3 | $32K | Buy |
+343
| New | +$32K | ﹤0.01% | 585 |
|
|
2018
Q2 | – | Sell |
-93
| Closed | -$8K | – | 327 |
|
|
2018
Q1 | $8K | Buy |
+93
| New | +$8K | ﹤0.01% | 1135 |
|