Edgestream Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,170
| Closed | -$5.18M | – | 838 |
|
|
2024
Q4 | $5.18M | Buy |
+37,170
| New | +$5.18M | 0.22% | 141 |
|
|
2023
Q4 | – | Sell |
-9,443
| Closed | -$1M | – | 829 |
|
|
2023
Q3 | $1M | Buy |
+9,443
| New | +$1M | 0.08% | 401 |
|
|
2023
Q2 | – | Sell |
-7,840
| Closed | -$881K | – | 715 |
|
|
2023
Q1 | $881K | Buy |
+7,840
| New | +$881K | 0.1% | 315 |
|
|
2021
Q4 | – | Sell |
-66,181
| Closed | -$5.84M | – | 479 |
|
|
2021
Q3 | $5.84M | Buy |
+66,181
| New | +$5.84M | 0.36% | 76 |
|