Cary Street Partners Investment Advisory’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
$294K Buy
2025
Q1
$289K Buy
2024
Q4
$251K Sell
2024
Q3
$286K Sell
2024
Q2
$262K Buy
2024
Q1
$240K Buy
2023
Q4
$233K Buy
2023
Q3
$60.9K Buy
2023
Q2
$59.9K Buy
2023
Q1
$48.9K Sell
2022
Q4
$58.8K Buy
2020
Q4
Sell
2020
Q3
$10K Buy