Level Four Advisory Services’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 | $360K | Buy |
2,337
+803
| +52% | +$124K | 0.01% | 606 |
|
|
2025
Q1 | $237K | Buy |
1,534
+29
| +2% | +$4.48K | 0.01% | 688 |
|
|
2024
Q4 | $210K | Buy |
+1,505
| New | +$210K | 0.01% | 710 |
|
|
2019
Q1 | – | Sell |
-4,546
| Closed | -$422K | – | 512 |
|
|
2018
Q4 | $422K | Sell |
4,546
-1,870
| -29% | -$174K | 0.05% | 333 |
|
|
2018
Q3 | $603K | Hold |
6,416
| – | – | 0.07% | 299 |
|
|
2018
Q2 | $578K | Buy |
+6,416
| New | +$578K | 0.04% | 347 |
|