Coldstream 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 | $617K | Buy |
4,004
+99
| +3% | +$15.3K | 0.01% | 570 |
|
|
2025
Q1 | $604K | Buy |
3,905
+43
| +1% | +$6.65K | 0.01% | 524 |
|
|
2024
Q4 | $538K | Buy |
3,862
+146
| +4% | +$20.3K | 0.01% | 582 |
|
|
2024
Q3 | $516K | Buy |
3,716
+104
| +3% | +$14.4K | 0.01% | 599 |
|
|
2024
Q2 | $421K | Sell |
3,612
-13
| -0.4% | -$1.52K | 0.01% | 617 |
|
|
2024
Q1 | $431K | Sell |
3,625
-41
| -1% | -$4.87K | 0.01% | 617 |
|
|
2023
Q4 | $425K | Buy |
3,666
+34
| +0.9% | +$3.94K | 0.01% | 570 |
|
|
2023
Q3 | $385K | Buy |
3,632
+30
| +0.8% | +$3.18K | 0.01% | 526 |
|
|
2023
Q2 | $419K | Buy |
3,602
+1,624
| +82% | +$189K | 0.01% | 507 |
|
|
2023
Q1 | $222K | Buy |
1,978
+144
| +8% | +$16.2K | 0.01% | 741 |
|
|
2022
Q4 | $206K | Buy |
+1,834
| New | +$206K | 0.01% | 757 |
|
|
2021
Q4 | – | Sell |
-8,812
| Closed | -$842K | – | 840 |
|
|
2021
Q3 | $842K | Buy |
+8,812
| New | +$842K | 0.04% | 196 |
|
|
2021
Q1 | – | Sell |
-10,949
| Closed | -$1.05M | – | 440 |
|
|
2020
Q4 | $1.05M | Buy |
10,949
+2,454
| +29% | +$234K | 0.06% | 160 |
|
|
2020
Q3 | $812K | Sell |
8,495
-211
| -2% | -$20.2K | 0.07% | 157 |
|
|
2020
Q2 | $867K | Sell |
8,706
-661
| -7% | -$65.8K | 0.08% | 148 |
|
|
2020
Q1 | $929K | Sell |
9,367
-186
| -2% | -$18.4K | 0.1% | 105 |
|
|
2019
Q4 | $1.07M | Sell |
9,553
-165
| -2% | -$18.4K | 0.09% | 127 |
|
|
2019
Q3 | $1.11M | Sell |
9,718
-192
| -2% | -$21.9K | 0.09% | 125 |
|
|
2019
Q2 | $1.05M | Sell |
9,910
-209
| -2% | -$22.1K | 0.09% | 130 |
|
|
2019
Q1 | $1.04M | Buy |
+10,119
| New | +$1.04M | 0.09% | 128 |
|