Resurgent Financial Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-993
| Closed | -$115K | – | 212 |
|
|
2023
Q4 | $115K | Sell |
993
-201
| -17% | -$23.3K | 0.07% | 232 |
|
|
2023
Q3 | $126K | Buy |
1,194
+4
| +0.3% | +$424 | 0.09% | 196 |
|
|
2023
Q2 | $138K | Sell |
1,190
-404
| -25% | -$47K | 0.09% | 191 |
|
|
2023
Q1 | $179K | Buy |
1,594
+922
| +137% | +$104K | 0.12% | 158 |
|
|
2022
Q4 | $75.3K | Buy |
+672
| New | +$75.3K | 0.04% | 349 |
|