Lyell Wealth Management’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 | $197K | Hold |
14,766
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $263K | Hold |
14,766
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $328K | Hold |
14,766
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $322K | Hold |
14,766
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $294K | Hold |
14,766
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $334K | Hold |
14,766
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $254K | Buy |
+14,766
| New | +$254K | 0.03% | 172 |
|