LAM
Lummis Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
1,128
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $174K | Hold |
1,128
| – | – | 0.12% | 60 |
|
|
2024
Q4 | $157K | Hold |
1,128
| – | – | 0.2% | 43 |
|
|
2024
Q3 | $156K | Hold |
1,128
| – | – | 0.18% | 45 |
|
|
2024
Q2 | $132K | Buy |
1,128
+376
| +50% | +$43.9K | 0.17% | 45 |
|
|
2024
Q1 | $89.4K | Hold |
752
| – | – | 0.12% | 47 |
|
|
2023
Q4 | $87.2K | Buy |
+752
| New | +$87.2K | 0.07% | 71 |
|