Global Retirement Partners’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$635K Buy
3,786
+2,111
+126% +$365K 0.01% 832
2025
Q3
$286K Sell
1,675
-18
-1% -$2.91K 0.01% 998
2025
Q2
$261K Buy
+1,693
New +$263K 0.01% 963
2024
Q4
$158K Sell
1,131
-4,842
-81% -$689K ﹤0.01% 1055
2024
Q3
$829K Buy
5,973
+85
+1% +$10.9K 0.03% 488
2024
Q2
$687K Buy
5,888
+5,396
+1,097% +$629K 0.02% 523
2024
Q1
$58.5K Buy
492
+199
+68% +$22.8K ﹤0.01% 1346
2023
Q4
$33.4K Buy
293
+107
+58% +$12K ﹤0.01% 1535
2023
Q3
$19.8K Sell
186
-67
-26% -$7.82K ﹤0.01% 1647
2023
Q2
$29.4K Sell
253
-19
-7% -$2.2K ﹤0.01% 1506
2023
Q1
$30.7K Sell
272
-71
-21% -$8.07K ﹤0.01% 1451
2022
Q4
$38.5K Buy
343
+145
+73% +$15.9K ﹤0.01% 1213
2022
Q3
$21K Buy
198
+64
+48% +$7.33K ﹤0.01% 1361
2022
Q2
$15K Buy
134
+6
+5% +$687 ﹤0.01% 1460
2022
Q1
$15K Buy
+128
New +$14K ﹤0.01% 1451
2021
Q4
Sell
-100
Closed -$9K 349
2021
Q3
$9K Hold
100
﹤0.01% 1433
2021
Q2
$10K Hold
100
﹤0.01% 1369
2021
Q1
$10K Hold
100
﹤0.01% 1281
2020
Q4
$10K Buy
+100
New +$9.64K ﹤0.01% 1256

Other funds holding ATO