Cornerstone Planning Group’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	$3.29K	Buy	21 +9	+75%	+$1.41K	﹤0.01%	825
2025 Q1	$1.92K	Buy	12 +7	+140%	+$1.12K	﹤0.01%	996
2024 Q4	$714	Hold	5	–	–	﹤0.01%	1040
2024 Q3	$702	Buy	5 +2	+67%	+$281	﹤0.01%	1021
2024 Q2	$382	Buy	+3	New	+$382	﹤0.01%	1112