Concurrent Investment Advisors’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 | $982K | Buy |
6,371
+644
| +11% | +$99.3K | 0.02% | 597 |
|
|
2025
Q1 | $885K | Buy |
5,727
+185
| +3% | +$28.6K | 0.02% | 576 |
|
|
2024
Q4 | $772K | Sell |
5,542
-97
| -2% | -$13.5K | 0.02% | 550 |
|
|
2024
Q3 | $782K | Sell |
5,639
-43
| -0.8% | -$5.97K | 0.02% | 518 |
|
|
2024
Q2 | $663K | Buy |
5,682
+604
| +12% | +$70.5K | 0.02% | 516 |
|
|
2024
Q1 | $604K | Sell |
5,078
-2,190
| -30% | -$260K | 0.02% | 491 |
|
|
2023
Q4 | $842K | Buy |
+7,268
| New | +$842K | 0.04% | 362 |
|