Advisory Research’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,275	Closed	-$313K	–	162
2023 Q4	$313K	Buy	+16,275	New	+$313K	0.05%	288
2014 Q2	–	Sell	-5,050	Closed	-$72K	–	333
2014 Q1	$72K	Buy	+5,050	New	+$72K	﹤0.01%	405