Cumberland Partners’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 | $1.94M | Buy |
144,900
+5,000
| +4% | +$66.9K | 0.13% | 104 |
|
|
2025
Q1 | $2.5M | Hold |
139,900
| – | – | 0.19% | 88 |
|
|
2024
Q4 | $3.1M | Buy |
139,900
+23,600
| +20% | +$523K | 0.22% | 71 |
|
|
2024
Q3 | $2.54M | Hold |
116,300
| – | – | 0.18% | 82 |
|
|
2024
Q2 | $2.32M | Buy |
+116,300
| New | +$2.32M | 0.17% | 85 |
|
|
2023
Q4 | – | Sell |
-68,879
| Closed | -$1.53M | – | 179 |
|
|
2023
Q3 | $1.53M | Buy |
+68,879
| New | +$1.53M | 0.15% | 102 |
|