AE Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
27,801
-124,323
| -82% | -$1.31M | ﹤0.01% | 1131 |
|
|
2025
Q1 | $1.89M | Buy |
152,124
+31,373
| +26% | +$390K | 0.02% | 543 |
|
|
2024
Q4 | $1.55M | Buy |
120,751
+30,052
| +33% | +$387K | 0.01% | 605 |
|
|
2024
Q3 | $1.82M | Sell |
90,699
-22,460
| -20% | -$451K | 0.02% | 561 |
|
|
2024
Q2 | $1.99M | Buy |
113,159
+18,293
| +19% | +$321K | 0.02% | 520 |
|
|
2024
Q1 | $1.7M | Buy |
94,866
+84,448
| +811% | +$1.51M | 0.02% | 534 |
|
|
2023
Q4 | $179K | Sell |
10,418
-81,826
| -89% | -$1.4M | ﹤0.01% | 1897 |
|
|
2023
Q3 | $1.4M | Buy |
92,244
+5,453
| +6% | +$82.9K | 0.01% | 964 |
|
|
2023
Q2 | $1.8M | Buy |
86,791
+12,653
| +17% | +$262K | 0.01% | 873 |
|
|
2023
Q1 | $1.79M | Sell |
74,138
-49,759
| -40% | -$1.2M | 0.01% | 840 |
|
|
2022
Q4 | $3.56M | Sell |
123,897
-8,943
| -7% | -$257K | 0.03% | 560 |
|
|
2022
Q3 | $3M | Buy |
132,840
+3,622
| +3% | +$81.9K | 0.02% | 571 |
|
|
2022
Q2 | $2.72M | Buy |
129,218
+18,497
| +17% | +$389K | 0.02% | 567 |
|
|
2022
Q1 | $2.85M | Buy |
110,721
+15,560
| +16% | +$400K | 0.02% | 604 |
|
|
2021
Q4 | $2.31M | Buy |
95,161
+9,770
| +11% | +$237K | 0.02% | 653 |
|
|
2021
Q3 | $1.95M | Buy |
85,391
+5,120
| +6% | +$117K | 0.02% | 655 |
|
|
2021
Q2 | $2.09M | Sell |
80,271
-1,085
| -1% | -$28.3K | 0.02% | 626 |
|
|
2021
Q1 | $2.18M | Sell |
81,356
-14,787
| -15% | -$396K | 0.02% | 544 |
|
|
2020
Q4 | $2.26M | Buy |
96,143
+196
| +0.2% | +$4.61K | 0.03% | 462 |
|
|
2020
Q3 | $1.74M | Sell |
95,947
-42,488
| -31% | -$770K | 0.02% | 469 |
|
|
2020
Q2 | $2.01M | Buy |
138,435
+26,589
| +24% | +$385K | 0.03% | 407 |
|
|
2020
Q1 | $1.52M | Buy |
111,846
+32,257
| +41% | +$439K | 0.04% | 371 |
|
|
2019
Q4 | $1.58M | Buy |
79,589
+3,435
| +5% | +$68.4K | 0.03% | 410 |
|
|
2019
Q3 | $1.24M | Sell |
76,154
-1,248
| -2% | -$20.4K | 0.04% | 392 |
|
|
2019
Q2 | $1.3M | Buy |
+77,402
| New | +$1.3M | 0.04% | 333 |
|
|
2018
Q2 | – | Sell |
-97,717
| Closed | -$1.11M | – | 450 |
|
|
2018
Q1 | $1.11M | Sell |
97,717
-2,763
| -3% | -$31.4K | 0.09% | 144 |
|
|
2017
Q4 | $1.09M | Buy |
+100,480
| New | +$1.09M | 0.1% | 150 |
|