SC&H Financial Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $220K | Buy |
|