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Summit Financial’s Atmos Energy ATO Stock Holding History

Summit Financial’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Buy
2,032
+93
+5% +$14.3K 0.01% 672
2025
Q1 		$300K Buy
1,939
+339
+21% +$52.4K 0.01% 609
2024
Q4 		$223K Buy
+1,600
New +$223K 0.01% 601