Leavell Investment Management’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 | $257K | Sell |
1,668
-79
| -5% | -$12.2K | 0.01% | 514 |
|
|
2025
Q1 | $270K | Buy |
1,747
+281
| +19% | +$43.4K | 0.01% | 478 |
|
|
2024
Q4 | $204K | Hold |
1,466
| – | – | 0.01% | 525 |
|
|
2024
Q3 | $203K | Buy |
+1,466
| New | +$203K | 0.01% | 524 |
|
|
2023
Q4 | – | Sell |
-2,562
| Closed | -$271K | – | 464 |
|
|
2023
Q3 | $271K | Hold |
2,562
| – | – | 0.02% | 408 |
|
|
2023
Q2 | $298K | Buy |
2,562
+254
| +11% | +$29.5K | 0.02% | 398 |
|
|
2023
Q1 | $259K | Buy |
+2,308
| New | +$259K | 0.02% | 402 |
|