Sienna Gestion’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 | $9.6M | Buy |
68,217
+5,618
| +9% | +$790K | 0.66% | 47 |
|
|
2025
Q1 | $9.41M | Sell |
62,599
-3,321
| -5% | -$499K | 0.76% | 39 |
|
|
2024
Q4 | $9.18M | Hold |
65,920
| – | – | 0.62% | 48 |
|
|
2024
Q3 | $9.12M | Buy |
65,920
+20,148
| +44% | +$2.79M | 0.61% | 60 |
|
|
2024
Q2 | $5.34M | Hold |
45,772
| – | – | 0.47% | 84 |
|
|
2024
Q1 | $5.44M | Buy |
+45,772
| New | +$5.44M | 0.47% | 84 |
|