DAS
Diversify Advisory Services’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
13,694
+4,261
| +45% | +$706K | 0.09% | 169 |
|
|
2025
Q1 | $1.51M | Buy |
9,433
+1,698
| +22% | +$271K | 0.09% | 150 |
|
|
2024
Q4 | $1.06M | Sell |
7,735
-10,420
| -57% | -$1.43M | 0.06% | 222 |
|
|
2024
Q3 | $2.58M | Sell |
18,155
-4,633
| -20% | -$658K | 0.14% | 129 |
|
|
2024
Q2 | $2.62M | Sell |
22,788
-7,435
| -25% | -$853K | 0.14% | 126 |
|
|
2024
Q1 | $3.56M | Buy |
+30,223
| New | +$3.56M | 0.21% | 102 |
|