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GeoWealth Management’s Atmos Energy ATO Stock Holding History

GeoWealth Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.3K Buy
112
+2
+2% +$308 ﹤0.01% 1077
2025
Q1 		$17K Sell
110
-887
-89% -$137K ﹤0.01% 978
2024
Q4 		$139K Sell
997
-23
-2% -$3.2K ﹤0.01% 882
2024
Q3 		$141K Buy
+1,020
New +$141K 0.01% 812