Strategic Investment 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	$494K	Sell	3,208 -635	-17%	-$97.9K	0.05%	162
2025 Q1	$594K	Sell	3,843 -75	-2%	-$11.6K	0.06%	146
2024 Q4	$546K	Buy	3,918 +593	+18%	+$82.6K	0.06%	164
2024 Q3	$461K	Sell	3,325 -222	-6%	-$30.8K	0.05%	183
2024 Q2	$414K	Buy	+3,547	New	+$414K	0.05%	187