SOA Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$357 | – | 854 |
|
|
2024
Q1 | $357 | Hold |
3
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $348 | Hold |
3
| – | – | ﹤0.01% | 819 |
|
|
2023
Q3 | $318 | Hold |
3
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $349 | Hold |
3
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $337 | Hold |
3
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $336 | Hold |
3
| – | – | ﹤0.01% | 871 |
|
|
2022
Q3 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 821 |
|
|
2022
Q2 | $0 | Sell |
8
-22
| -73% | – | ﹤0.01% | 814 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 776 |
|
|
2021
Q2 | $2K | Buy |
30
+22
| +275% | +$1.47K | ﹤0.01% | 755 |
|
|
2021
Q1 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 808 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 788 |
|