Steward Partners Investment Advisory’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 | $1.32K | Sell |
99
-189
| -66% | -$2.53K | ﹤0.01% | 3817 |
|
|
2025
Q1 | $5.14K | Buy |
288
+2
| +0.7% | +$36 | ﹤0.01% | 3374 |
|
|
2024
Q4 | $6.34K | Buy |
286
+101
| +55% | +$2.24K | ﹤0.01% | 3280 |
|
|
2024
Q3 | $4.03K | Buy |
185
+2
| +1% | +$44 | ﹤0.01% | 3256 |
|
|
2024
Q2 | $3.64K | Buy |
183
+2
| +1% | +$40 | ﹤0.01% | 3139 |
|
|
2024
Q1 | $4.09K | Hold |
181
| – | – | ﹤0.01% | 3102 |
|
|
2023
Q4 | $3.12K | Buy |
181
+15
| +9% | +$258 | ﹤0.01% | 3118 |
|
|
2023
Q3 | $3.69K | Buy |
+166
| New | +$3.69K | ﹤0.01% | 2922 |
|