Allworth Financial’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71K | Buy |
822
+288
| +54% | +$1.65K | ﹤0.01% | 3283 |
|
|
2025
Q1 | $2.83K | Buy |
+534
| New | +$2.83K | ﹤0.01% | 3054 |
|
|
2024
Q3 | – | Sell |
-303
| Closed | -$1.79K | – | 3748 |
|
|
2024
Q2 | $1.79K | Sell |
303
-151
| -33% | -$894 | ﹤0.01% | 2969 |
|
|
2024
Q1 | $2.87K | Sell |
454
-57
| -11% | -$360 | ﹤0.01% | 2662 |
|
|
2023
Q4 | $3.23K | Buy |
+511
| New | +$3.23K | ﹤0.01% | 2461 |
|
|
2023
Q3 | – | Sell |
-1,127
| Closed | -$9.31K | – | 3436 |
|
|
2023
Q2 | $9.31K | Hold |
1,127
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q1 | $9.47K | Buy |
+1,127
| New | +$9.47K | ﹤0.01% | 1811 |
|