Advisornet Financial’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
98,597
+9,105
| +10% | +$95.8K | 0.07% | 242 |
|
|
2025
Q1 | $1.11M | Buy |
89,492
+3,458
| +4% | +$42.9K | 0.08% | 228 |
|
|
2024
Q4 | $1.11M | Buy |
86,034
+20,726
| +32% | +$267K | 0.09% | 199 |
|
|
2024
Q3 | $1.31M | Buy |
65,308
+20,374
| +45% | +$409K | 0.1% | 198 |
|
|
2024
Q2 | $789K | Buy |
44,934
+2,898
| +7% | +$50.9K | 0.07% | 233 |
|
|
2024
Q1 | $754K | Buy |
42,036
+2,809
| +7% | +$50.4K | 0.07% | 245 |
|
|
2023
Q4 | $755K | Sell |
39,227
-15,467
| -28% | -$298K | 0.07% | 257 |
|
|
2023
Q3 | $831K | Buy |
54,694
+2,148
| +4% | +$32.7K | 0.08% | 230 |
|
|
2023
Q2 | $1.09M | Buy |
52,546
+1,758
| +3% | +$36.4K | 0.09% | 203 |
|
|
2023
Q1 | $1.22M | Buy |
50,788
+1,238
| +2% | +$29.8K | 0.11% | 188 |
|
|
2022
Q4 | $1.43M | Sell |
49,550
-241
| -0.5% | -$6.93K | 0.14% | 160 |
|
|
2022
Q3 | $1.13M | Sell |
49,791
-575
| -1% | -$13K | 0.11% | 189 |
|
|
2022
Q2 | $1.06M | Buy |
50,366
+1,678
| +3% | +$35.2K | 0.1% | 200 |
|
|
2022
Q1 | $1.25M | Hold |
48,688
| – | – | 0.08% | 213 |
|
|
2021
Q4 | $1.18M | Buy |
48,688
+26
| +0.1% | +$632 | 0.07% | 232 |
|
|
2021
Q3 | $1.11M | Sell |
48,662
-550
| -1% | -$12.6K | 0.08% | 219 |
|
|
2021
Q2 | $1.28M | Sell |
49,212
-450
| -0.9% | -$11.7K | 0.09% | 216 |
|
|
2021
Q1 | $1.33M | Sell |
49,662
-2,840
| -5% | -$76.1K | 0.09% | 197 |
|
|
2020
Q4 | $1.23M | Sell |
52,502
-2,625
| -5% | -$61.7K | 0.1% | 185 |
|
|
2020
Q3 | $998K | Sell |
55,127
-1,795
| -3% | -$32.5K | 0.09% | 220 |
|
|
2020
Q2 | $825K | Buy |
56,922
+11,391
| +25% | +$165K | 0.07% | 251 |
|
|
2020
Q1 | $619K | Buy |
45,531
+40,981
| +901% | +$557K | 0.06% | 264 |
|
|
2019
Q4 | $91K | Buy |
+4,550
| New | +$91K | 0.01% | 706 |
|
|
2019
Q3 | – | Sell |
-193
| Closed | -$3K | – | 1826 |
|
|
2019
Q2 | $3K | Buy |
193
+81
| +72% | +$1.26K | ﹤0.01% | 1442 |
|
|
2019
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 1403 |
|
|
2018
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1325 |
|