Vestmark Advisory Solutions’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
$617K Buy
4,004
+2,559
+177% +$394K 0.01% 578
2025
Q1
$223K Buy
+1,445
New +$223K 0.01% 608
2024
Q4
Sell
-1,968
Closed -$273K 573
2024
Q3
$273K Buy
1,968
+106
+6% +$14.7K 0.01% 470
2024
Q2
$217K Buy
+1,862
New +$217K 0.01% 511
2023
Q3
Sell
-10,403
Closed -$1.21M 448
2023
Q2
$1.21M Buy
10,403
+777
+8% +$90.4K 0.05% 409
2023
Q1
$1.08M Buy
9,626
+627
+7% +$70.5K 0.05% 419
2022
Q4
$1.01M Buy
8,999
+577
+7% +$64.7K 0.05% 406
2022
Q3
$858K Buy
8,422
+1,337
+19% +$136K 0.05% 418
2022
Q2
$794K Buy
7,085
+2,517
+55% +$282K 0.05% 424
2022
Q1
$546K Buy
4,568
+1,266
+38% +$151K 0.03% 509
2021
Q4
$346K Buy
3,302
+712
+27% +$74.6K 0.02% 660
2021
Q3
$228K Buy
+2,590
New +$228K 0.02% 753