Rothschild Investment LLC’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 | $8.48K | Sell |
55
-5
| -8% | -$771 | ﹤0.01% | 1280 |
|
|
2025
Q1 | $9.28K | Buy |
60
+35
| +140% | +$5.41K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $3.48K | Buy |
25
+9
| +56% | +$1.25K | ﹤0.01% | 1495 |
|
|
2024
Q3 | $2.22K | Buy |
16
+2
| +14% | +$277 | ﹤0.01% | 1669 |
|
|
2024
Q2 | $1.63K | Buy |
+14
| New | +$1.63K | ﹤0.01% | 1460 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$1.74K | – | 2269 |
|
|
2023
Q4 | $1.74K | Buy |
+15
| New | +$1.74K | ﹤0.01% | 1160 |
|