Beacon Pointe Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $301K | Buy |
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