LFS
Legacy Financial Strategies’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
20,989
-2,258
| -10% | -$348K | 0.63% | 30 |
|
|
2025
Q1 | $3.59M | Sell |
23,247
-687
| -3% | -$106K | 0.78% | 23 |
|
|
2024
Q4 | $3.31M | Buy |
23,934
+115
| +0.5% | +$15.9K | 0.71% | 26 |
|
|
2024
Q3 | $3.3M | Buy |
23,819
+100
| +0.4% | +$13.9K | 0.73% | 29 |
|
|
2024
Q2 | $2.73M | Buy |
23,719
+2,362
| +11% | +$272K | 0.66% | 32 |
|
|
2024
Q1 | $2.54M | Buy |
21,357
+334
| +2% | +$39.7K | 0.65% | 38 |
|
|
2023
Q4 | $2.44M | Buy |
21,023
+5
| +0% | +$579 | 0.69% | 34 |
|
|
2023
Q3 | $2.3M | Sell |
21,018
-204
| -1% | -$22.3K | 0.74% | 30 |
|
|
2023
Q2 | $2.47M | Buy |
21,222
+1,713
| +9% | +$199K | 0.83% | 28 |
|
|
2023
Q1 | $2.19M | Buy |
19,509
+1,158
| +6% | +$130K | 0.81% | 25 |
|
|
2022
Q4 | $2.06M | Buy |
18,351
+1,149
| +7% | +$129K | 0.85% | 24 |
|
|
2022
Q3 | $1.75M | Buy |
17,202
+792
| +5% | +$80.7K | 0.82% | 23 |
|
|
2022
Q2 | $1.84M | Buy |
16,410
+805
| +5% | +$90.3K | 0.91% | 18 |
|
|
2022
Q1 | $1.87M | Buy |
15,605
+5,126
| +49% | +$613K | 0.8% | 22 |
|
|
2021
Q4 | $1.1M | Sell |
10,479
-3,567
| -25% | -$374K | 0.47% | 40 |
|
|
2021
Q3 | $1.24M | Buy |
14,046
+1,216
| +9% | +$107K | 0.58% | 37 |
|
|
2021
Q2 | $1.23M | Buy |
12,830
+887
| +7% | +$85.2K | 0.59% | 38 |
|
|
2021
Q1 | $1.18M | Buy |
11,943
+1,584
| +15% | +$157K | 0.62% | 34 |
|
|
2020
Q4 | $989K | Sell |
10,359
-141
| -1% | -$13.5K | 0.5% | 35 |
|
|
2020
Q3 | $1M | Buy |
+10,500
| New | +$1M | 0.58% | 32 |
|