Larson Financial Group’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 | $109K | Buy |
8,119
+6,151
| +313% | +$82.2K | ﹤0.01% | 823 |
|
|
2025
Q1 | $35.1K | Buy |
1,968
+1,316
| +202% | +$23.5K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $14.5K | Buy |
652
+7
| +1% | +$155 | ﹤0.01% | 1337 |
|
|
2024
Q3 | $14.1K | Buy |
645
+7
| +1% | +$153 | ﹤0.01% | 1338 |
|
|
2024
Q2 | $12.7K | Buy |
638
+32
| +5% | +$638 | ﹤0.01% | 1190 |
|
|
2024
Q1 | $13.7K | Buy |
606
+6
| +1% | +$136 | ﹤0.01% | 972 |
|
|
2023
Q4 | $10.3K | Hold |
600
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q3 | $13.3K | Hold |
600
| – | – | ﹤0.01% | 921 |
|
|
2023
Q2 | $10.4K | Buy |
+600
| New | +$10.4K | ﹤0.01% | 917 |
|