Corient Private Wealth’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 | $1.25M | Buy |
93,655
+70,748
| +309% | +$946K | ﹤0.01% | 1311 |
|
|
2025
Q1 | $409K | Buy |
22,907
+12,880
| +128% | +$230K | ﹤0.01% | 1692 |
|
|
2024
Q4 | $222K | Buy |
10,027
+121
| +1% | +$2.68K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $216K | Sell |
9,906
-2,257
| -19% | -$49.2K | ﹤0.01% | 2168 |
|
|
2024
Q2 | $242K | Sell |
12,163
-1,529
| -11% | -$30.5K | ﹤0.01% | 2015 |
|
|
2024
Q1 | $310K | Sell |
13,692
-3,767
| -22% | -$85.2K | ﹤0.01% | 1868 |
|
|
2023
Q4 | $301K | Buy |
+17,459
| New | +$301K | ﹤0.01% | 1856 |
|