Greenleaf Trust’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 | $394K | Buy |
29,456
+336
| +1% | +$4.49K | ﹤0.01% | 554 |
|
|
2025
Q1 | $520K | Sell |
29,120
-69
| -0.2% | -$1.23K | ﹤0.01% | 484 |
|
|
2024
Q4 | $647K | Buy |
29,189
+84
| +0.3% | +$1.86K | 0.01% | 443 |
|
|
2024
Q3 | $634K | Hold |
29,105
| – | – | 0.01% | 459 |
|
|
2024
Q2 | $580K | Hold |
29,105
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $658K | Hold |
29,105
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $501K | Sell |
29,105
-92,804
| -76% | -$1.6M | 0.01% | 461 |
|
|
2023
Q3 | $2.71M | Buy |
+121,909
| New | +$2.71M | 0.03% | 130 |
|