Aventail Capital 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	$41.9M	Buy	272,113 +28,793	+12%	+$4.44M	1.85%	16
2025 Q1	$37.6M	Buy	+243,320	New	+$37.6M	1.85%	20
2021 Q1	–	Sell	-30,000	Closed	-$2.86M	–	57
2020 Q4	$2.86M	Buy	+30,000	New	+$2.86M	1.49%	23