Farther Finance Advisors’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 | $646K | Buy |
4,189
+2,619
| +167% | +$404K | 0.01% | 784 |
|
|
2025
Q1 | $243K | Sell |
1,570
-460
| -23% | -$71.3K | 0.01% | 1148 |
|
|
2024
Q4 | $283K | Sell |
2,030
-371
| -15% | -$51.7K | 0.01% | 836 |
|
|
2024
Q3 | $333K | Buy |
2,401
+994
| +71% | +$138K | 0.01% | 773 |
|
|
2024
Q2 | $163K | Sell |
1,407
-2,060
| -59% | -$239K | 0.01% | 926 |
|
|
2024
Q1 | $409K | Buy |
3,467
+2,619
| +309% | +$309K | 0.02% | 450 |
|
|
2023
Q4 | $98.3K | Sell |
848
-78
| -8% | -$9.04K | 0.01% | 807 |
|
|
2023
Q3 | $98.1K | Sell |
926
-141
| -13% | -$14.9K | 0.02% | 563 |
|
|
2023
Q2 | $124K | Sell |
1,067
-37
| -3% | -$4.31K | 0.03% | 398 |
|
|
2023
Q1 | $124K | Sell |
1,104
-17
| -2% | -$1.91K | 0.04% | 351 |
|
|
2022
Q4 | $126K | Buy |
+1,121
| New | +$126K | 0.05% | 286 |
|