United Capital 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 | $970K | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $253K | Sell |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $220K | Buy |
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|
2017
Q3 | $215K | Buy |
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