Dakota Wealth Management’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
$814K Buy
5,284
+1,602
+44% +$247K 0.02% 424
2025
Q1
$569K Buy
+3,682
New +$569K 0.01% 485