LPL Financial’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 | $621K | Buy |
46,454
+6,900
| +17% | +$92.3K | ﹤0.01% | 4136 |
|
|
2025
Q1 | $706K | Sell |
39,554
-3,330
| -8% | -$59.4K | ﹤0.01% | 3796 |
|
|
2024
Q4 | $951K | Buy |
42,884
+226
| +0.5% | +$5.01K | ﹤0.01% | 3487 |
|
|
2024
Q3 | $930K | Buy |
42,658
+926
| +2% | +$20.2K | ﹤0.01% | 3420 |
|
|
2024
Q2 | $832K | Buy |
41,732
+4,672
| +13% | +$93.1K | ﹤0.01% | 3381 |
|
|
2024
Q1 | $838K | Buy |
37,060
+4,741
| +15% | +$107K | ﹤0.01% | 3299 |
|
|
2023
Q4 | $557K | Buy |
32,319
+3,989
| +14% | +$68.7K | ﹤0.01% | 3541 |
|
|
2023
Q3 | $630K | Sell |
28,330
-977
| -3% | -$21.7K | ﹤0.01% | 3261 |
|
|
2023
Q2 | $509K | Sell |
29,307
-83
| -0.3% | -$1.44K | ﹤0.01% | 3402 |
|
|
2023
Q1 | $501K | Buy |
+29,390
| New | +$501K | ﹤0.01% | 3317 |
|