Golden State Wealth Management’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 | $7.55K | Sell |
49
-20
| -29% | -$3.08K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $10.7K | Hold |
69
| – | – | ﹤0.01% | 984 |
|
|
2024
Q4 | $9.61K | Buy |
+69
| New | +$9.61K | ﹤0.01% | 977 |
|
|
2020
Q2 | – | Sell |
-193
| Closed | -$19K | – | 234 |
|
|
2020
Q1 | $19K | Buy |
+193
| New | +$19K | 0.01% | 505 |
|
|
2019
Q4 | – | Sell |
-108
| Closed | -$12K | – | 112 |
|
|
2019
Q3 | $12K | Hold |
108
| – | – | ﹤0.01% | 707 |
|
|
2019
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 723 |
|
|
2019
Q1 | $11K | Buy |
+108
| New | +$11K | ﹤0.01% | 757 |
|