JFS Wealth 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 | $13.1K | Buy |
85
+7
| +9% | +$1.08K | ﹤0.01% | 782 |
|
|
2025
Q1 | $12.1K | Buy |
78
+8
| +11% | +$1.24K | ﹤0.01% | 817 |
|
|
2024
Q4 | $9.75K | Hold |
70
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $9.71K | Buy |
70
+2
| +3% | +$277 | ﹤0.01% | 864 |
|
|
2024
Q2 | $7.93K | Hold |
68
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $8.08K | Hold |
68
| – | – | ﹤0.01% | 890 |
|
|
2023
Q4 | $7.88K | Buy |
68
+3
| +5% | +$348 | ﹤0.01% | 864 |
|
|
2023
Q3 | $6.89K | Hold |
65
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $7.56K | Sell |
65
-1
| -2% | -$116 | ﹤0.01% | 827 |
|
|
2023
Q1 | $7.42K | Sell |
66
-11
| -14% | -$1.24K | ﹤0.01% | 832 |
|
|
2022
Q4 | $8.63K | Sell |
77
-4
| -5% | -$448 | ﹤0.01% | 764 |
|
|
2022
Q3 | $8K | Sell |
81
-16
| -16% | -$1.58K | ﹤0.01% | 788 |
|
|
2022
Q2 | $11K | Buy |
97
+36
| +59% | +$4.08K | ﹤0.01% | 730 |
|
|
2022
Q1 | $7K | Buy |
61
+39
| +177% | +$4.48K | ﹤0.01% | 902 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1027 |
|