Orion Portfolio Solutions’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
Q1
$1.33M Buy
2024
Q4
$680K Buy
2024
Q3
$576K Buy
2024
Q2
$468K Sell
2024
Q1
$510K Buy
2023
Q4
$390K Sell
2023
Q3
$401K Sell
2023
Q2
$479K Buy
2023
Q1
$393K Buy
2022
Q4
$331K Buy
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$238K Buy
2020
Q3
Sell
2020
Q2
$96K Sell
2020
Q1
$101K Sell
2019
Q4
$124K Buy