AIFS
A&I Financial Services’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
50,632
+3,888
| +8% | +$40.9K | 0.3% | 46 |
|
|
2025
Q1 | $581K | Buy |
46,744
+18,305
| +64% | +$227K | 0.39% | 36 |
|
|
2024
Q4 | $366K | Buy |
+28,439
| New | +$366K | 0.36% | 51 |
|
|
2019
Q3 | $3M | Buy |
183,582
+2,634
| +1% | +$43K | 4.49% | 5 |
|
|
2019
Q2 | $3.03M | Buy |
180,948
+6,465
| +4% | +$108K | 4.97% | 4 |
|
|
2019
Q1 | $3.16M | Buy |
174,483
+8,368
| +5% | +$151K | 5.82% | 3 |
|
|
2018
Q4 | $2.4M | Buy |
166,115
+1,185
| +0.7% | +$17.1K | 4.06% | 5 |
|
|
2018
Q3 | $2.31M | Sell |
164,930
-80,713
| -33% | -$1.13M | 5.79% | 7 |
|
|
2018
Q2 | $3.29M | Sell |
245,643
-51,049
| -17% | -$685K | 6.61% | 5 |
|
|
2018
Q1 | $5.87M | Buy |
296,692
+106,497
| +56% | +$2.11M | 14.46% | 2 |
|
|
2017
Q4 | $2.06M | Buy |
+190,195
| New | +$2.06M | 4.07% | 12 |
|