Allworth Financial’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.1K | Sell |
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|
2025
Q2 | $92.7K | Buy |
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|
2025
Q1 | $16.3K | Buy |
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|
2024
Q4 | $9.84K | Sell |
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|
2024
Q3 | $39K | Sell |
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|
2024
Q2 | $33.4K | Sell |
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|
2024
Q1 | $37.3K | Sell |
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|
2023
Q4 | $59.9K | Buy |
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|
2023
Q3 | $20.2K | Buy |
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|
2023
Q2 | $4.17K | Sell |
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|
2023
Q1 | $5.44K | Sell |
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|
2022
Q4 | $22.4K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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|
2021
Q2 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Buy |
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