Addison Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36K | Buy |
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|
2025
Q1 | $448 | Sell |
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|
2024
Q4 | $2.91K | Buy |
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|
2024
Q3 | $723 | Hold |
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|
2024
Q2 | $633 | Hold |
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|
2024
Q1 | $646 | Sell |
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|
2023
Q4 | $2.6K | Hold |
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|
2023
Q3 | $2.05K | Buy |
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|
2023
Q2 | $747 | Hold |
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|
2023
Q1 | $867 | Hold |
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|
2022
Q4 | $1.03K | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $23K | Buy |
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|
2020
Q4 | $21K | Buy |
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