JBR Co Financial Management’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
$809K Sell
2025
Q2
$776K Hold
2025
Q1
$779K Hold
2024
Q4
$702K Hold
2024
Q3
$699K Hold
2024
Q2
$588K Hold
2024
Q1
$599K Hold
2023
Q4
$584K Buy