American Trust Investment Advisors’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.59M	Sell	341,375 -25,135	-7%	-$264K	1.81%	24
2025 Q1	$4.55M	Buy	366,510 +12,100	+3%	+$150K	1.9%	19
2024 Q4	$4.56M	Buy	+354,410	New	+$4.56M	1.87%	20