Legacy Financial Strategies, LLC Atmos Energy Corp Transaction History

Legacy Financial Strategies, LLC

$409 Million
Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Atmos Energy Corp stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 23,719 shares of ATO stock, worth $3.32 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

23,719

Previous 21,357 11.06%

Holding current value

$3.32 Million

Previous $2.54 Million 8.98%

% of portfolio

0.68%

Previous 0.66%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$111.34 - $120.59 $262,985 - $284,833	2,362 Added 11.06%	23,719 $2.77 Million
Q1 2024 Apr 10, 2024	BUY	$110.89 - $118.87 $37,037 - $39,702	334 Added 1.59%	21,357 $2.54 Million
Q4 2023 Feb 01, 2024	BUY	$102.76 - $116.85 $513 - $584	5 Added 0.02%	21,023 $2.44 Million
Q3 2023 Nov 13, 2023	SELL	$105.91 - $124.41 $21,605 - $25,379	-204 Reduced 0.96%	21,018 $2.23 Million
Q2 2023 Jul 28, 2023	BUY	$111.11 - $119.31 $190,331 - $204,378	1,713 Added 8.78%	21,222 $2.47 Million
Q1 2023 May 10, 2023	BUY	$106.52 - $119.55 $123,350 - $138,438	1,158 Added 6.31%	19,509 $2.19 Million
Q4 2022 Feb 15, 2023	BUY	$98.11 - $120.16 $112,728 - $138,063	1,149 Added 6.68%	18,351 $2.06 Million
Q3 2022 Nov 08, 2022	BUY	$101.85 - $121.39 $80,665 - $96,140	792 Added 4.83%	17,202 $1.75 Million
Q2 2022 Aug 09, 2022	BUY	$103.51 - $122.69 $83,325 - $98,765	805 Added 5.16%	16,410 $1.84 Million
Q1 2022 May 06, 2022	BUY	$102.32 - $120.37 $524,492 - $617,016	5,126 Added 48.92%	15,605 $1.87 Million
Q4 2021 Jan 31, 2022	SELL	$88.78 - $104.83 $316,678 - $373,928	-3,567 Reduced 25.4%	10,479 $1.1 Million
Q3 2021 Nov 15, 2021	BUY	$86.69 - $101.47 $105,415 - $123,387	1,216 Added 9.48%	14,046 $1.24 Million
Q2 2021 Aug 02, 2021	BUY	$96.11 - $104.59 $85,249 - $92,771	887 Added 7.43%	12,830 $1.23 Million
Q1 2021 May 07, 2021	BUY	$84.61 - $98.89 $134,022 - $156,641	1,584 Added 15.29%	11,943 $1.18 Million
Q4 2020 Feb 04, 2021	SELL	$91.67 - $102.45 $12,925 - $14,445	-141 Reduced 1.34%	10,359 $989,000
Q3 2020 Nov 03, 2020	BUY	$92.0 - $106.04 $966,000 - $1.11 Million	10,500 New	10,500 $1 Million

Others Institutions Holding ATO

# of Institutions

775

Shares Held

145M

Call Options Held

86.5K

Put Options Held

10.5K

View Full List

About ATMOS ENERGY CORP

Ticker ATO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 139,892,000
Market Cap $19.6B
Description
Atmos Energy Corporation, together with its subsidiaries, engages in the regulated natural gas distribution, and pipeline and storage businesses in the United States. It operates through two segments, Distribution, and Pipeline and Storage. The Distribution segment is involved in the regulated natural gas distribution and related sales operation...

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Legacy Financial Strategies, LLC Atmos Energy Corp Transaction History