GoalVest Advisory’s Atmos Energy ATO Stock Holding History

GoalVest Advisory’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Hold
2025 Q2	$904K	Sell
2025 Q1	$922K	Sell
2024 Q4	$887K	Hold
2024 Q3	$883K	Sell
2024 Q2	$795K	Hold
2024 Q1	$810K	Buy