Legend Financial Advisors’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 | $5.86K | Buy |
+38
| New | +$5.86K | ﹤0.01% | 135 |
|
|
2025
Q1 | – | Sell |
-38
| Closed | -$5.29K | – | 52 |
|
|
2024
Q4 | $5.29K | Hold |
38
| – | – | ﹤0.01% | 153 |
|
|
2024
Q3 | $5.27K | Hold |
38
| – | – | ﹤0.01% | 125 |
|
|
2024
Q2 | $4.43K | Hold |
38
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $4.52K | Hold |
38
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $4.4K | Hold |
38
| – | – | ﹤0.01% | 156 |
|
|
2023
Q3 | $4.03K | Hold |
38
| – | – | ﹤0.01% | 168 |
|
|
2023
Q2 | $4.42K | Hold |
38
| – | – | ﹤0.01% | 182 |
|
|
2023
Q1 | $4.27K | Hold |
38
| – | – | ﹤0.01% | 191 |
|
|
2022
Q4 | $4.26K | Hold |
38
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $3.87K | Buy |
+38
| New | +$3.87K | ﹤0.01% | 190 |
|