DAS
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Diversify Advisory Services’s Atmos Energy ATO Stock Holding History

Diversify Advisory Services’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,007
Closed -$2.56M – 254
2025
Q4 		$2.56M Buy
15,007
+310
+2% +$53.6K 0.08% 190
2025
Q3 		$2.54M Buy
14,697
+1,003
+7% +$162K 0.09% 178
2025
Q2 		$2.27M Buy
13,694
+4,261
+45% +$662K 0.09% 169
2025
Q1 		$1.51M Buy
9,433
+1,698
+22% +$248K 0.09% 150
2024
Q4 		$1.06M Sell
7,735
-10,420
-57% -$1.48M 0.06% 222
2024
Q3 		$2.58M Sell
18,155
-4,633
-20% -$595K 0.14% 129
2024
Q2 		$2.62M Sell
22,788
-7,435
-25% -$866K 0.14% 126
2024
Q1 		$3.56M Buy
+30,223
New +$3.47M 0.21% 102

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