Independent Advisor Alliance’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $775K | Sell |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $317K | Buy |
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