Greenleaf Trust’s Atmos Energy ATO Stock Holding History

Greenleaf Trust’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	$474K	Sell	3,075 -114	-4%	-$17.6K	﹤0.01%	497
2025 Q1	$493K	Buy	3,189 +665	+26%	+$103K	﹤0.01%	503
2024 Q4	$352K	Buy	2,524 +86	+4%	+$12K	﹤0.01%	601
2024 Q3	$338K	Buy	2,438 +175	+8%	+$24.3K	﹤0.01%	624
2024 Q2	$264K	Buy	2,263 +72	+3%	+$8.4K	﹤0.01%	651
2024 Q1	$260K	Sell	2,191 -109	-5%	-$13K	﹤0.01%	655
2023 Q4	$267K	Sell	2,300 -32	-1%	-$3.71K	﹤0.01%	628
2023 Q3	$247K	Buy	2,332 +18	+0.8%	+$1.91K	﹤0.01%	642
2023 Q2	$269K	Buy	2,314 +176	+8%	+$20.5K	﹤0.01%	628
2023 Q1	$240K	Buy	2,138 +96	+5%	+$10.8K	﹤0.01%	674
2022 Q4	$229K	Buy	+2,042	New	+$229K	﹤0.01%	670
2020 Q4	–	Sell	-3,644	Closed	-$348K	–	625
2020 Q3	$348K	Buy	+3,644	New	+$348K	0.01%	372
2020 Q2	–	Sell	-3,759	Closed	-$373K	–	557
2020 Q1	$373K	Buy	3,759 +116	+3%	+$11.5K	0.01%	297
2019 Q4	$408K	Sell	3,643 -55	-1%	-$6.16K	0.01%	337
2019 Q3	$421K	Buy	3,698 +22	+0.6%	+$2.51K	0.01%	318
2019 Q2	$388K	Sell	3,676 -3	-0.1%	-$317	0.01%	338
2019 Q1	$379K	Buy	3,679 +193	+6%	+$19.9K	0.01%	326
2018 Q4	$323K	Buy	3,486 +114	+3%	+$10.6K	0.01%	346
2018 Q3	$317K	Buy	3,372 +27	+0.8%	+$2.54K	0.01%	378
2018 Q2	$302K	Buy	3,345 +576	+21%	+$52K	0.01%	371
2018 Q1	$233K	Buy	2,769 +59	+2%	+$4.97K	﹤0.01%	396
2017 Q4	$233K	Hold	2,710	–	–	﹤0.01%	402
2017 Q3	$227K	Hold	2,710	–	–	0.01%	372
2017 Q2	$225K	Sell	2,710 -290	-10%	-$24.1K	0.01%	328
2017 Q1	$237K	Hold	3,000	–	–	0.01%	264
2016 Q4	$222K	Sell	3,000 -1,500	-33%	-$111K	0.01%	217
2016 Q3	$335K	Hold	4,500	–	–	0.01%	150
2016 Q2	$366K	Hold	4,500	–	–	0.01%	125
2016 Q1	$334K	Hold	4,500	–	–	0.01%	129
2015 Q4	$284K	Hold	4,500	–	–	0.01%	142
2015 Q3	$262K	Hold	4,500	–	–	0.01%	151
2015 Q2	$231K	Buy	+4,500	New	+$231K	0.01%	144