SHFA
SC&H Financial Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Hold |
2,824
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $437K | Hold |
2,824
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $393K | Hold |
2,824
| – | – | 0.08% | 99 |
|
|
2024
Q3 | $392K | Hold |
2,824
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $329K | Hold |
2,824
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $336K | Sell |
2,824
-698
| -20% | -$83K | 0.09% | 106 |
|
|
2023
Q4 | $408K | Hold |
3,522
| – | – | 0.12% | 97 |
|
|
2023
Q3 | $373K | Hold |
3,522
| – | – | 0.12% | 102 |
|
|
2023
Q2 | $410K | Hold |
3,522
| – | – | 0.14% | 100 |
|
|
2023
Q1 | $396K | Buy |
3,522
+698
| +25% | +$78.4K | 0.14% | 97 |
|
|
2022
Q4 | $316K | Hold |
2,824
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $288K | Sell |
2,824
-1,094
| -28% | -$112K | 0.14% | 105 |
|
|
2022
Q2 | $439K | Buy |
3,918
+1,814
| +86% | +$203K | 0.2% | 89 |
|
|
2022
Q1 | $251K | Hold |
2,104
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $220K | Buy |
+2,104
| New | +$220K | 0.12% | 145 |
|