CreativeOne Wealth’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 | $204K | Buy |
+1,322
| New | +$204K | 0.01% | 1054 |
|
|
2023
Q3 | – | Sell |
-2,512
| Closed | -$292K | – | 582 |
|
|
2023
Q2 | $292K | Sell |
2,512
-59
| -2% | -$6.86K | 0.01% | 659 |
|
|
2023
Q1 | $289K | Buy |
2,571
+6
| +0.2% | +$674 | 0.01% | 648 |
|
|
2022
Q4 | $287K | Buy |
+2,565
| New | +$287K | 0.02% | 577 |
|
|
2022
Q3 | – | Sell |
-1,845
| Closed | -$207K | – | 695 |
|
|
2022
Q2 | $207K | Sell |
1,845
-246
| -12% | -$27.6K | 0.01% | 672 |
|
|
2022
Q1 | $250K | Buy |
2,091
+16
| +0.8% | +$1.91K | 0.01% | 631 |
|
|
2021
Q4 | $217K | Buy |
+2,075
| New | +$217K | 0.01% | 695 |
|