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Sage Mountain Advisors’s Atmos Energy ATO Stock Holding History

Sage Mountain Advisors’s Portfolio ATO Stock Details ATO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,984
Closed -$307K – 499
2025
Q1 		$307K Sell
1,984
-308
-13% -$47.6K 0.02% 302
2024
Q4 		$319K Sell
2,292
-659
-22% -$91.8K 0.02% 279
2024
Q3 		$409K Buy
+2,951
New +$409K 0.03% 236