Clearstead Trust’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
Q3 | $800K | Buy |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $716K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $633K | Buy |
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