EverSource Wealth Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $123K | Buy |
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|
2024
Q4 | $34.2K | Buy |
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|
2024
Q3 | $19.8K | Buy |
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|
2024
Q2 | $14.7K | Buy |
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|
2024
Q1 | $13.5K | Buy |
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|
2023
Q4 | $10.5K | Buy |
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|
2023
Q3 | $5.3K | Sell |
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|
2023
Q2 | $9.07K | Buy |
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|
2023
Q1 | $6.07K | Buy |
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|
2022
Q4 | $5.6K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $2K | Buy |
|