Ballentine 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
$370K Buy
2,400
+391
+19% +$60.3K 0.01% 601
2025
Q1
$311K Buy
2,009
+55
+3% +$8.5K 0.01% 611
2024
Q4
$272K Sell
1,954
-693
-26% -$96.5K ﹤0.01% 636
2024
Q3
$367K Buy
+2,647
New +$367K 0.01% 517