HB 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
$631K Sell
4,095
-368
-8% -$56.7K 0.01% 655
2025
Q1
$690K Buy
4,463
+1,583
+55% +$245K 0.01% 645
2024
Q4
$401K Buy
2,880
+224
+8% +$31.2K ﹤0.01% 693
2024
Q3
$368K Buy
2,656
+210
+9% +$29.1K ﹤0.01% 681
2024
Q2
$285K Buy
2,446
+583
+31% +$68K ﹤0.01% 720
2024
Q1
$221K Buy
1,863
+126
+7% +$15K ﹤0.01% 763
2023
Q4
$201K Buy
+1,737
New +$201K ﹤0.01% 744