Avantax Advisory Services’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	$341K	Sell	25,473 -6,462	-20%	-$86.4K	﹤0.01%	1821
2025 Q1	$570K	Buy	31,935 +3,426	+12%	+$61.1K	﹤0.01%	1420
2024 Q4	$632K	Buy	28,509 +5,183	+22%	+$115K	﹤0.01%	1309
2024 Q3	$509K	Buy	23,326 +1,713	+8%	+$37.3K	﹤0.01%	1399
2024 Q2	$431K	Buy	+21,613	New	+$431K	﹤0.01%	1462