Envestnet Portfolio Solutions’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 | $221K | Sell |
1,433
-127
| -8% | -$19.6K | ﹤0.01% | 1467 |
|
|
2025
Q1 | $241K | Sell |
1,560
-2,335
| -60% | -$361K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $542K | Sell |
3,895
-98
| -2% | -$13.6K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $554K | Buy |
3,993
+887
| +29% | +$123K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $362K | Sell |
3,106
-16
| -0.5% | -$1.87K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $371K | Buy |
3,122
+131
| +4% | +$15.6K | ﹤0.01% | 1249 |
|
|
2023
Q4 | $347K | Buy |
2,991
+38
| +1% | +$4.4K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $313K | Buy |
+2,953
| New | +$313K | ﹤0.01% | 1206 |
|