Lee, Danner & Bass’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
$260K Hold
2025
Q2
$235K Sell
2025
Q1
$240K Hold
2024
Q4
$216K Hold
2024
Q3
$215K Buy
2020
Q2
Sell
2020
Q1
$211K Hold
2019
Q4
$237K Hold
2019
Q3
$242K Hold
2019
Q2
$224K Buy