Equitable 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 | $358K | Sell |
2,326
-260
| -10% | -$40.1K | 0.02% | 355 |
|
|
2025
Q1 | $400K | Sell |
2,586
-116
| -4% | -$17.9K | 0.02% | 349 |
|
|
2024
Q4 | $376K | Hold |
2,702
| – | – | 0.02% | 374 |
|
|
2024
Q3 | $375K | Buy |
+2,702
| New | +$375K | 0.02% | 361 |
|
|
2023
Q3 | – | Sell |
-1,846
| Closed | -$215K | – | 398 |
|
|
2023
Q2 | $215K | Buy |
+1,846
| New | +$215K | 0.02% | 384 |
|