Diversified Trust’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 | $491K | Sell |
3,188
-66
| -2% | -$10.2K | 0.01% | 598 |
|
|
2025
Q1 | $503K | Buy |
3,254
+238
| +8% | +$36.8K | 0.01% | 575 |
|
|
2024
Q4 | $420K | Buy |
3,016
+43
| +1% | +$5.99K | 0.01% | 634 |
|
|
2024
Q3 | $412K | Sell |
2,973
-30
| -1% | -$4.16K | 0.01% | 648 |
|
|
2024
Q2 | $350K | Buy |
3,003
+1,034
| +53% | +$121K | 0.01% | 643 |
|
|
2024
Q1 | $234K | Buy |
1,969
+21
| +1% | +$2.5K | 0.01% | 709 |
|
|
2023
Q4 | $226K | Sell |
1,948
-737
| -27% | -$85.4K | 0.01% | 752 |
|
|
2023
Q3 | $284K | Sell |
2,685
-339
| -11% | -$35.9K | 0.01% | 639 |
|
|
2023
Q2 | $352K | Buy |
3,024
+466
| +18% | +$54.2K | 0.01% | 569 |
|
|
2023
Q1 | $287K | Buy |
+2,558
| New | +$287K | 0.01% | 638 |
|