Portside Wealth Group’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 | $433K | Buy |
2,809
+91
| +3% | +$14K | 0.06% | 269 |
|
|
2025
Q1 | $420K | Buy |
2,718
+142
| +6% | +$22K | 0.07% | 252 |
|
|
2024
Q4 | $359K | Buy |
2,576
+159
| +7% | +$22.1K | 0.06% | 283 |
|
|
2024
Q3 | $335K | Sell |
2,417
-12
| -0.5% | -$1.67K | 0.06% | 289 |
|
|
2024
Q2 | $283K | Buy |
2,429
+24
| +1% | +$2.8K | 0.05% | 284 |
|
|
2024
Q1 | $286K | Sell |
2,405
-57
| -2% | -$6.78K | 0.05% | 284 |
|
|
2023
Q4 | $285K | Buy |
2,462
+91
| +4% | +$10.5K | 0.05% | 276 |
|
|
2023
Q3 | $249K | Buy |
2,371
+70
| +3% | +$7.35K | 0.05% | 278 |
|
|
2023
Q2 | $268K | Buy |
+2,301
| New | +$268K | 0.05% | 277 |
|