J.W. Cole Advisors’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
$577K Buy
3,745
+32
+0.9% +$4.93K 0.01% 869
2025
Q1
$574K Buy
+3,713
New +$574K 0.02% 724
2020
Q4
Sell
-3,797
Closed -$363K 648
2020
Q3
$363K Buy
+3,797
New +$363K 0.03% 492