LRI Investments’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 | $182K | Buy |
1,181
+73
| +7% | +$11.3K | 0.02% | 306 |
|
|
2025
Q1 | $171K | Sell |
1,108
-763
| -41% | -$118K | 0.02% | 295 |
|
|
2024
Q4 | $261K | Hold |
1,871
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $270K | Buy |
1,871
+146
| +8% | +$21.1K | 0.03% | 224 |
|
|
2024
Q2 | $201K | Buy |
1,725
+1,621
| +1,559% | +$189K | 0.02% | 250 |
|
|
2024
Q1 | $12.4K | Buy |
+104
| New | +$12.4K | ﹤0.01% | 464 |
|