CAPTRUST Financial Advisors’s Atlas Energy Solutions AESI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
13,289
-35,626
| -73% | -$476K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $873K | Buy |
48,915
+29,763
| +155% | +$531K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $425K | Buy |
19,152
+54
| +0.3% | +$1.2K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $416K | Sell |
19,098
-15,368
| -45% | -$335K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $687K | Buy |
34,466
+22,211
| +181% | +$443K | ﹤0.01% | 1355 |
|
|
2024
Q1 | $277K | Sell |
12,255
-35,113
| -74% | -$794K | ﹤0.01% | 1817 |
|
|
2023
Q4 | $816K | Buy |
47,368
+22,090
| +87% | +$380K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $562K | Buy |
+25,278
| New | +$562K | ﹤0.01% | 1578 |
|