Cetera Trust Company’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 | $46.2K | Hold |
300
| – | – | 0.03% | 225 |
|
|
2025
Q1 | $46.4K | Hold |
300
| – | – | 0.03% | 227 |
|
|
2024
Q4 | $41.8K | Hold |
300
| – | – | 0.03% | 226 |
|
|
2024
Q3 | $41.6K | Sell |
300
-100
| -25% | -$13.9K | 0.03% | 238 |
|
|
2024
Q2 | $46.7K | Sell |
400
-150
| -27% | -$17.5K | 0.03% | 231 |
|
|
2024
Q1 | $65.4K | Hold |
550
| – | – | 0.04% | 218 |
|
|
2023
Q4 | $63.7K | Buy |
+550
| New | +$63.7K | 0.04% | 216 |
|