SS&H 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 | $881K | Hold |
5,715
| – | – | 0.29% | 64 |
|
|
2025
Q1 | $883K | Sell |
5,715
-35
| -0.6% | -$5.41K | 0.33% | 68 |
|
|
2024
Q4 | $801K | Hold |
5,750
| – | – | 0.29% | 75 |
|
|
2024
Q3 | $798K | Sell |
5,750
-50
| -0.9% | -$6.94K | 0.29% | 77 |
|
|
2024
Q2 | $676K | Sell |
5,800
-50
| -0.9% | -$5.83K | 0.26% | 77 |
|
|
2024
Q1 | $695K | Hold |
5,850
| – | – | 0.29% | 74 |
|
|
2023
Q4 | $678K | Sell |
5,850
-20
| -0.3% | -$2.32K | 0.29% | 75 |
|
|
2023
Q3 | $622K | Buy |
+5,870
| New | +$622K | 0.29% | 74 |
|
|
2023
Q1 | $716K | Hold |
6,370
| – | – | 0.33% | 69 |
|
|
2022
Q4 | $714K | Sell |
6,370
-30
| -0.5% | -$3.36K | 0.34% | 71 |
|
|
2022
Q3 | $652K | Hold |
6,400
| – | – | 0.34% | 70 |
|
|
2022
Q2 | $717K | Hold |
6,400
| – | – | 0.33% | 69 |
|
|
2022
Q1 | $765K | Buy |
+6,400
| New | +$765K | 0.3% | 76 |
|