Focus Partners Wealth’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
$1.01M Buy
6,522
+2,103
+48% +$324K ﹤0.01% 1130
2025
Q1
$683K Sell
4,419
-525
-11% -$81.2K ﹤0.01% 1196
2024
Q4
$689K Buy
4,944
+3,063
+163% +$427K ﹤0.01% 1181
2024
Q3
$261K Sell
1,881
-1,781
-49% -$247K ﹤0.01% 1358
2024
Q2
$427K Buy
+3,662
New +$427K ﹤0.01% 982