JBR Co Financial 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 | $776K | Hold |
5,038
| – | – | 0.38% | 53 |
|
|
2025
Q1 | $779K | Hold |
5,038
| – | – | 0.46% | 52 |
|
|
2024
Q4 | $702K | Hold |
5,038
| – | – | 0.43% | 52 |
|
|
2024
Q3 | $699K | Hold |
5,038
| – | – | 0.46% | 50 |
|
|
2024
Q2 | $588K | Hold |
5,038
| – | – | 0.41% | 51 |
|
|
2024
Q1 | $599K | Hold |
5,038
| – | – | 0.48% | 50 |
|
|
2023
Q4 | $584K | Buy |
+5,038
| New | +$584K | 0.55% | 51 |
|