SFSG
Sound Financial Strategies Group’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
5,062
+93
| +2% | +$14.3K | 0.66% | 44 |
|
|
2025
Q1 | $768K | Sell |
4,969
-1,809
| -27% | -$280K | 0.69% | 36 |
|
|
2024
Q4 | $944K | Buy |
6,778
+676
| +11% | +$94.1K | 0.79% | 14 |
|
|
2024
Q3 | $846K | Buy |
6,102
+60
| +1% | +$8.32K | 0.68% | 25 |
|
|
2024
Q2 | $705K | Buy |
6,042
+1,039
| +21% | +$121K | 0.61% | 34 |
|
|
2024
Q1 | $595K | Sell |
5,003
-7
| -0.1% | -$832 | 0.49% | 42 |
|
|
2023
Q4 | $581K | Sell |
5,010
-2,488
| -33% | -$288K | 0.49% | 39 |
|
|
2023
Q3 | $794K | Sell |
7,498
-470
| -6% | -$49.8K | 0.66% | 41 |
|
|
2023
Q2 | $927K | Buy |
+7,968
| New | +$927K | 0.68% | 38 |
|
|
2023
Q1 | – | Sell |
-9,062
| Closed | -$1.02M | – | 62 |
|
|
2022
Q4 | $1.02M | Buy |
+9,062
| New | +$1.02M | 0.74% | 35 |
|
|
2022
Q3 | – | Sell |
-10,078
| Closed | -$1.13M | – | 32 |
|
|
2022
Q2 | $1.13M | Sell |
10,078
-3,458
| -26% | -$388K | 0.89% | 9 |
|
|
2022
Q1 | $1.62M | Buy |
+13,536
| New | +$1.62M | 0.89% | 25 |
|
|
2021
Q2 | – | Sell |
-5,936
| Closed | -$587K | – | 90 |
|
|
2021
Q1 | $587K | Sell |
5,936
-46
| -0.8% | -$4.55K | 0.3% | 54 |
|
|
2020
Q4 | $571K | Buy |
+5,982
| New | +$571K | 0.31% | 62 |
|