OneDigital Investment Advisors’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 | $257K | Sell |
19,243
-185
| -1% | -$2.47K | ﹤0.01% | 1246 |
|
|
2025
Q1 | $347K | Buy |
19,428
+134
| +0.7% | +$2.39K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $428K | Sell |
19,294
-10,064
| -34% | -$223K | 0.01% | 950 |
|
|
2024
Q3 | $640K | Buy |
29,358
+17
| +0.1% | +$371 | 0.01% | 838 |
|
|
2024
Q2 | $585K | Buy |
29,341
+10,056
| +52% | +$200K | 0.01% | 834 |
|
|
2024
Q1 | $436K | Sell |
19,285
-6,430
| -25% | -$145K | 0.01% | 786 |
|
|
2023
Q4 | $443K | Buy |
+25,715
| New | +$443K | 0.01% | 761 |
|