Gries Financial’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 | $1.37M | Sell |
8,909
-582
| -6% | -$89.7K | 0.25% | 100 |
|
|
2025
Q1 | $1.47M | Sell |
9,491
-188
| -2% | -$29.1K | 0.28% | 86 |
|
|
2024
Q4 | $1.35M | Sell |
9,679
-441
| -4% | -$61.4K | 0.24% | 102 |
|
|
2024
Q3 | $1.4M | Sell |
10,120
-2,480
| -20% | -$344K | 0.26% | 95 |
|
|
2024
Q2 | $1.47M | Buy |
12,600
+391
| +3% | +$45.6K | 0.3% | 87 |
|
|
2024
Q1 | $1.45M | Buy |
12,209
+142
| +1% | +$16.9K | 0.24% | 106 |
|
|
2023
Q4 | $1.4M | Buy |
+12,067
| New | +$1.4M | 0.31% | 85 |
|