Castleview 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
Q1 | – | Sell |
-126
| Closed | -$17.4K | – | 201 |
|
|
2024
Q4 | $17.4K | Buy |
126
+7
| +6% | +$968 | 0.01% | 490 |
|
|
2024
Q3 | $16.6K | Buy |
119
+36
| +43% | +$5.01K | 0.01% | 473 |
|
|
2024
Q2 | $9.68K | Buy |
83
+32
| +63% | +$3.73K | 0.01% | 533 |
|
|
2024
Q1 | $6.06K | Buy |
51
+22
| +76% | +$2.62K | ﹤0.01% | 596 |
|
|
2023
Q4 | $3.36K | Buy |
+29
| New | +$3.36K | ﹤0.01% | 633 |
|