Coastal Bridge Advisors’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
$1.09M Buy
7,044
+85
+1% +$13.1K 0.09% 199
2025
Q1
$1.08M Buy
+6,959
New +$1.08M 0.27% 96