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Legend Financial Advisors’s Atmos Energy ATO Stock Holding History

Legend Financial Advisors’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$5.86K – 44
2025
Q2 		$5.86K Buy
+38
New +$5.9K ﹤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 +$4.35K ﹤0.01% 190

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State Street
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T. Rowe Price Associates
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return