Avantax Planning Partners’s Atmos Energy ATO Stock Holding History

Avantax Planning Partners’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$242K	Hold
2025 Q2	$219K	Hold
2025 Q1	$220K	Buy
2018 Q4	–	Sell
2018 Q3	$32K	Buy
2018 Q2	–	Sell
2018 Q1	$8K	Buy