Kestra Advisory Services’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 | $1.03M | Buy |
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|
2025
Q2 | $932K | Buy |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $835K | Sell |
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|
2023
Q3 | $773K | Buy |
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|
2023
Q2 | $762K | Buy |
|
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $847K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $371K | Buy |
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|
2020
Q3 | $288K | Buy |
|