Roosevelt Investment Group’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$662K Buy
6,500
+1,500
+30% +$153K 0.05% 153
2022
Q2
$560K Hold
5,000
0.04% 171
2022
Q1
$597K Hold
5,000
0.04% 180
2021
Q4
$524K Buy
+5,000
New +$524K 0.03% 187