Sequoia Financial Advisors’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
$1.48M Buy
9,630
+7,472
+346% +$1.15M 0.01% 553
2025
Q1
$334K Buy
2,158
+482
+29% +$74.5K ﹤0.01% 1009
2024
Q4
$233K Buy
+1,676
New +$233K ﹤0.01% 1137