JFS Wealth Advisors’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 | $14.5K | Hold |
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|
2025
Q2 | $13.1K | Buy |
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|
2025
Q1 | $12.1K | Buy |
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|
2024
Q4 | $9.75K | Hold |
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|
2024
Q3 | $9.71K | Buy |
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|
2024
Q2 | $7.93K | Hold |
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|
2024
Q1 | $8.08K | Hold |
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|
2023
Q4 | $7.88K | Buy |
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|
2023
Q3 | $6.89K | Hold |
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|
2023
Q2 | $7.56K | Sell |
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|
2023
Q1 | $7.42K | Sell |
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|
2022
Q4 | $8.63K | Sell |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $2K | Buy |
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