EverSource Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
1,386
+590
| +74% | +$91K | 0.01% | 823 |
|
|
2025
Q1 | $123K | Buy |
796
+551
| +225% | +$85.2K | 0.01% | 836 |
|
|
2024
Q4 | $34.2K | Buy |
245
+103
| +73% | +$14.4K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $19.8K | Buy |
142
+27
| +23% | +$3.76K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $14.7K | Buy |
115
+1
| +0.9% | +$128 | ﹤0.01% | 1666 |
|
|
2024
Q1 | $13.5K | Buy |
114
+23
| +25% | +$2.71K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $10.5K | Buy |
91
+41
| +82% | +$4.75K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $5.3K | Sell |
50
-28
| -36% | -$2.97K | ﹤0.01% | 1684 |
|
|
2023
Q2 | $9.08K | Buy |
78
+24
| +44% | +$2.79K | ﹤0.01% | 1483 |
|
|
2023
Q1 | $6.07K | Buy |
54
+4
| +8% | +$449 | ﹤0.01% | 1569 |
|
|
2022
Q4 | $5.6K | Buy |
50
+11
| +28% | +$1.23K | ﹤0.01% | 1555 |
|
|
2022
Q3 | $4K | Buy |
39
+4
| +11% | +$410 | ﹤0.01% | 1415 |
|
|
2022
Q2 | $4K | Buy |
35
+18
| +106% | +$2.06K | ﹤0.01% | 1306 |
|
|
2022
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1492 |
|