OneDigital Investment Advisors’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$396K Buy
2024
Q4
$311K Sell
2024
Q3
$320K Buy
2024
Q2
$260K Buy
2024
Q1
$249K Buy
2023
Q4
Sell
2023
Q3
$211K Buy
2019
Q3
Sell
2019
Q2
$129K Hold
2019
Q1
$126K Sell
2018
Q4
$118K Buy
2018
Q3
$37K Hold
2018
Q2
$36K Sell
2018
Q1
$74K Buy
2017
Q4
$52K Buy