SS&H Financial Advisors’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
Q3 | $950K | Sell |
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|
2025
Q2 | $881K | Hold |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $801K | Hold |
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|
2024
Q3 | $798K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q1 | $716K | Hold |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $652K | Hold |
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|
2022
Q2 | $717K | Hold |
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|
2022
Q1 | $765K | Buy |
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