Kestra Private Wealth Services’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 | $2.47M | Buy |
16,032
+13,057
| +439% | +$2.01M | 0.04% | 442 |
|
|
2025
Q1 | $460K | Sell |
2,975
-978
| -25% | -$151K | 0.01% | 996 |
|
|
2024
Q4 | $551K | Buy |
3,953
+1,886
| +91% | +$263K | 0.01% | 882 |
|
|
2024
Q3 | $287K | Buy |
2,067
+73
| +4% | +$10.1K | 0.01% | 1099 |
|
|
2024
Q2 | $233K | Sell |
1,994
-31
| -2% | -$3.62K | ﹤0.01% | 1157 |
|
|
2024
Q1 | $241K | Sell |
2,025
-98
| -5% | -$11.6K | 0.01% | 1104 |
|
|
2023
Q4 | $246K | Sell |
2,123
-241
| -10% | -$27.9K | 0.01% | 1033 |
|
|
2023
Q3 | $250K | Sell |
2,364
-596
| -20% | -$63.1K | 0.01% | 951 |
|
|
2023
Q2 | $344K | Buy |
2,960
+871
| +42% | +$101K | 0.01% | 770 |
|
|
2023
Q1 | $235K | Buy |
2,089
+23
| +1% | +$2.59K | 0.01% | 861 |
|
|
2022
Q4 | $232K | Buy |
+2,066
| New | +$232K | 0.01% | 749 |
|