Allworth 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 | $92.7K | Buy |
8,809
+7,200
| +447% | +$75.7K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $16.3K | Buy |
1,609
+725
| +82% | +$7.34K | ﹤0.01% | 2191 |
|
|
2024
Q4 | $9.84K | Sell |
884
-1,062
| -55% | -$11.8K | ﹤0.01% | 2436 |
|
|
2024
Q3 | $39K | Sell |
1,946
-10
| -0.5% | -$201 | ﹤0.01% | 1522 |
|
|
2024
Q2 | $33.4K | Sell |
1,956
-124
| -6% | -$2.12K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $37.3K | Sell |
2,080
-1,030
| -33% | -$18.5K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $59.9K | Buy |
3,110
+1,779
| +134% | +$34.2K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $20.2K | Buy |
1,331
+1,130
| +562% | +$17.2K | ﹤0.01% | 1507 |
|
|
2023
Q2 | $4.17K | Sell |
201
-25
| -11% | -$518 | ﹤0.01% | 2182 |
|
|
2023
Q1 | $5.44K | Sell |
226
-553
| -71% | -$13.3K | ﹤0.01% | 1997 |
|
|
2022
Q4 | $22.4K | Buy |
779
+648
| +495% | +$18.6K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $3K | Sell |
131
-80
| -38% | -$1.83K | ﹤0.01% | 1998 |
|
|
2022
Q2 | $4K | Sell |
211
-1,003
| -83% | -$19K | ﹤0.01% | 1785 |
|
|
2022
Q1 | $31K | Buy |
1,214
+1,201
| +9,238% | +$30.7K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1905 |
|
|
2021
Q3 | $0 | Buy |
13
+8
| +160% | – | ﹤0.01% | 1844 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1534 |
|
|
2019
Q4 | – | Sell |
-48
| Closed | -$1K | – | 1039 |
|
|
2019
Q3 | $1K | Buy |
48
+1
| +2% | +$21 | ﹤0.01% | 870 |
|
|
2019
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 857 |
|
|
2019
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 874 |
|