Acorn Financial Advisory Services’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
131,427
+22,954
+21% +$241K 0.23% 52
2025
Q1
$1.35M Buy
108,473
+41,732
+63% +$518K 0.24% 52
2024
Q4
$859K Buy
+66,741
New +$859K 0.14% 78