Montag & Associates’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 | $9.34K | Buy |
61
+12
| +24% | +$1.84K | ﹤0.01% | 749 |
|
|
2025
Q1 | $7.58K | Hold |
49
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $6.83K | Hold |
49
| – | – | ﹤0.01% | 815 |
|
|
2024
Q3 | $6.8K | Hold |
49
| – | – | ﹤0.01% | 848 |
|
|
2024
Q2 | $5.72K | Hold |
49
| – | – | ﹤0.01% | 816 |
|
|
2024
Q1 | $5.83K | Hold |
49
| – | – | ﹤0.01% | 805 |
|
|
2023
Q4 | $5.68K | Hold |
49
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $5.19K | Hold |
49
| – | – | ﹤0.01% | 799 |
|
|
2023
Q2 | $5.7K | Buy |
49
+9
| +23% | +$1.05K | ﹤0.01% | 806 |
|
|
2023
Q1 | $4.5K | Sell |
40
-53
| -57% | -$5.96K | ﹤0.01% | 820 |
|
|
2022
Q4 | $10.4K | Buy |
+93
| New | +$10.4K | ﹤0.01% | 731 |
|