Sound Financial Strategies Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $944K | Buy |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | $705K | Buy |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $927K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $587K | Sell |
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|
2020
Q4 | $571K | Buy |
|