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
2025
Q2
$881K Hold
2025
Q1
$883K Sell
2024
Q4
$801K Hold
2024
Q3
$798K Sell
2024
Q2
$676K Sell
2024
Q1
$695K Hold
2023
Q4
$678K Sell
2023
Q3
$622K Buy
2023
Q1
$716K Hold
2022
Q4
$714K Sell
2022
Q3
$652K Hold
2022
Q2
$717K Hold
2022
Q1
$765K Buy