DFPG Investments’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$3.05M Buy
25,844
+1,640
+7% +$194K 0.24% 105
2023
Q3
$2.69M Buy
24,204
+10,613
+78% +$1.18M 0.25% 100
2023
Q2
$1.65M Buy
13,591
+7,157
+111% +$867K 0.15% 146
2023
Q1
$723K Buy
+6,434
New +$723K 0.08% 260