Sustainable Insight Capital Management’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
Sell
-9,500
Closed -$1.47M 63
2025
Q1
$1.47M Sell
9,500
-1,500
-14% -$232K 0.73% 30
2024
Q4
$1.53M Buy
11,000
+3,300
+43% +$460K 0.67% 29
2024
Q3
$1.07M Buy
+7,700
New +$1.07M 0.48% 38