GoalVest Advisory’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 | $904K | Sell |
5,867
-100
| -2% | -$15.4K | 0.22% | 72 |
|
|
2025
Q1 | $922K | Sell |
5,967
-400
| -6% | -$61.8K | 0.25% | 71 |
|
|
2024
Q4 | $887K | Hold |
6,367
| – | – | 0.24% | 69 |
|
|
2024
Q3 | $883K | Sell |
6,367
-450
| -7% | -$62.4K | 0.25% | 67 |
|
|
2024
Q2 | $795K | Hold |
6,817
| – | – | 0.25% | 66 |
|
|
2024
Q1 | $810K | Buy |
+6,817
| New | +$810K | 0.27% | 64 |
|