Larson Financial Group’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 | $662K | Buy |
4,299
+288
| +7% | +$44.4K | 0.03% | 365 |
|
|
2025
Q1 | $620K | Buy |
4,011
+259
| +7% | +$40K | 0.03% | 341 |
|
|
2024
Q4 | $522K | Buy |
3,752
+398
| +12% | +$55.4K | 0.03% | 344 |
|
|
2024
Q3 | $465K | Buy |
3,354
+1,777
| +113% | +$246K | 0.03% | 350 |
|
|
2024
Q2 | $184K | Buy |
+1,577
| New | +$184K | 0.01% | 493 |
|
|
2024
Q1 | – | Sell |
-900
| Closed | -$104K | – | 1791 |
|
|
2023
Q4 | $104K | Hold |
900
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $95.3K | Buy |
+900
| New | +$95.3K | 0.01% | 459 |
|