Charles Schwab’s Atlas Energy Solutions AESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96M | Buy |
670,279
+35,791
| +6% | +$479K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $11.3M | Buy |
634,488
+81,573
| +15% | +$1.46M | ﹤0.01% | 1896 |
|
|
2024
Q4 | $12.3M | Buy |
552,915
+34,346
| +7% | +$762K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $11.3M | Buy |
518,569
+25,999
| +5% | +$567K | ﹤0.01% | 1975 |
|
|
2024
Q2 | $9.82M | Buy |
492,570
+149,073
| +43% | +$2.97M | ﹤0.01% | 2053 |
|
|
2024
Q1 | $7.77M | Buy |
343,497
+7,173
| +2% | +$162K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $5.79M | Buy |
336,324
+204,176
| +155% | +$3.52M | ﹤0.01% | 2245 |
|
|
2023
Q3 | $2.94M | Buy |
132,148
+5,152
| +4% | +$115K | ﹤0.01% | 2473 |
|
|
2023
Q2 | $2.2M | Buy |
+126,996
| New | +$2.2M | ﹤0.01% | 2513 |
|