Financial Gravity Asset Management’s Atmos Energy ATO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$817	Sell	7 -57	-89%	-$6.64K	﹤0.01%	845
2024 Q1	$7.67K	Sell	64 -71	-53%	-$8.14K	﹤0.01%	777
2023 Q4	$14.8K	Buy	135 +5	+4%	+$559	﹤0.01%	725
2023 Q3	$14K	Buy	130 +14	+12%	+$1.63K	﹤0.01%	571
2023 Q2	$3.87K	Buy	116 +4	+4%	+$463	0.01%	520
2023 Q1	$449	Hold	112	–	–	0.01%	460
2022 Q4	$4.48K	Sell	112 -500	-82%	-$55K	0.02%	421
2022 Q3	$467	Sell	612 -60	-9%	-$6.87K	0.02%	400
2022 Q2	$515	Sell	672 -42	-6%	-$4.81K	0.02%	387
2022 Q1	$549	Buy	714 +84	+13%	+$9.17K	0.02%	402
2021 Q4	$482	Buy	+630	New	+$59.7K	0.01%	488
2020 Q2	–	Sell	-5	Closed	-$472	–	72
2020 Q1	$472	Sell	5 -4	-44%	-$440	﹤0.01%	566
2019 Q4	$112K	Hold	9	–	–	0.08%	275
2019 Q3	$1K	Sell	9 -6	-40%	-$656	﹤0.01%	968
2019 Q2	$2K	Sell	15 -17	-53%	-$1.74K	﹤0.01%	862
2019 Q1	$3K	Buy	+32	New	+$3.12K	﹤0.01%	809
2018 Q3	$8K	Buy	83 +1	+1%	+$92	0.01%	614
2018 Q2	$7K	Buy	82 +19	+30%	+$1.65K	0.01%	638
2018 Q1	$5K	Buy	+63	New	+$5.13K	0.01%	718