BFA
Brendel Financial Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
21,539
-227
| -1% | -$35K | 1.86% | 22 |
|
|
2025
Q1 | $3.37M | Buy |
+21,766
| New | +$3.37M | 2.04% | 15 |
|
|
2022
Q3 | – | Sell |
-14,168
| Closed | -$1.59M | – | 45 |
|
|
2022
Q2 | $1.59M | Sell |
14,168
-2,909
| -17% | -$326K | 1.38% | 30 |
|
|
2022
Q1 | $2.04M | Buy |
+17,077
| New | +$2.04M | 1.11% | 37 |
|