First Trust Direct Indexing’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
Q4
Sell
2024
Q3
$937K Buy
2024
Q2
$658K Buy
2024
Q1
$618K Buy
2023
Q4
$522K Buy
2023
Q3
$473K Buy
2023
Q2
$512K Sell
2023
Q1
$552K Buy
2022
Q4
$547K Sell
2022
Q3
$527K Sell
2022
Q2
$642K Buy
2022
Q1
$464K Buy
2021
Q4
$398K Sell
2021
Q3
$379K Buy
2021
Q2
$235K Buy