Kovitz Investment Group Partners’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 | $448K | Buy |
2,907
+57
| +2% | +$8.79K | ﹤0.01% | 1008 |
|
|
2025
Q1 | $441K | Sell |
2,850
-476
| -14% | -$73.6K | ﹤0.01% | 932 |
|
|
2024
Q4 | $463K | Sell |
3,326
-35
| -1% | -$4.87K | ﹤0.01% | 912 |
|
|
2024
Q3 | $311K | Buy |
3,361
+802
| +31% | +$74.1K | ﹤0.01% | 861 |
|
|
2024
Q2 | $299K | Sell |
2,559
-5,512
| -68% | -$643K | ﹤0.01% | 730 |
|
|
2024
Q1 | $959K | Buy |
+8,071
| New | +$959K | 0.01% | 412 |
|