Lee, Danner & Bass’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 | $235K | Sell |
1,525
-25
| -2% | -$3.85K | 0.02% | 206 |
|
|
2025
Q1 | $240K | Hold |
1,550
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $216K | Hold |
1,550
| – | – | 0.02% | 218 |
|
|
2024
Q3 | $215K | Buy |
+1,550
| New | +$215K | 0.02% | 208 |
|
|
2020
Q2 | – | Sell |
-2,122
| Closed | -$211K | – | 181 |
|
|
2020
Q1 | $211K | Hold |
2,122
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $237K | Hold |
2,122
| – | – | 0.02% | 165 |
|
|
2019
Q3 | $242K | Hold |
2,122
| – | – | 0.03% | 167 |
|
|
2019
Q2 | $224K | Buy |
+2,122
| New | +$224K | 0.02% | 167 |
|