Personal CFO Solutions’s Atmos Energy ATO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Sell
2,753
-59
-2% -$9.09K 0.08% 251
2025
Q1
$435K Buy
2,812
+82
+3% +$12.7K 0.09% 236
2024
Q4
$380K Buy
2,730
+18
+0.7% +$2.51K 0.07% 254
2024
Q3
$376K Sell
2,712
-3
-0.1% -$416 0.05% 335
2024
Q2
$317K Sell
2,715
-68
-2% -$7.93K 0.05% 362
2024
Q1
$331K Sell
2,783
-55
-2% -$6.54K 0.05% 368
2023
Q4
$329K Buy
2,838
+413
+17% +$47.9K 0.06% 346
2023
Q3
$257K Sell
2,425
-94
-4% -$9.96K 0.05% 365
2023
Q2
$293K Buy
2,519
+218
+9% +$25.4K 0.06% 336
2023
Q1
$259K Buy
2,301
+84
+4% +$9.44K 0.05% 360
2022
Q4
$248K Buy
2,217
+227
+11% +$25.4K 0.05% 357
2022
Q3
$203K Buy
1,990
+98
+5% +$10K 0.05% 368
2022
Q2
$212K Buy
+1,892
New +$212K 0.05% 377