Ameritas Investment Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Sell |
6,720
-721
| -10% | -$7.59K | ﹤0.01% | 1965 |
|
|
2025
Q1 | $92.4K | Hold |
7,441
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q4 | $95.8K | Hold |
7,441
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q3 | $149K | Hold |
7,441
| – | – | ﹤0.01% | 1531 |
|
|
2024
Q2 | $131K | Hold |
7,441
| – | – | ﹤0.01% | 1557 |
|
|
2024
Q1 | $133K | Hold |
7,441
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q4 | $143K | Sell |
7,441
-1,015
| -12% | -$19.5K | 0.01% | 1491 |
|
|
2023
Q3 | $129K | Hold |
8,456
| – | – | 0.01% | 1480 |
|
|
2023
Q2 | $175K | Hold |
8,456
| – | – | 0.01% | 1222 |
|
|
2023
Q1 | $204K | Hold |
8,456
| – | – | 0.01% | 1088 |
|
|
2022
Q4 | $228K | Hold |
8,456
| – | – | 0.01% | 1059 |
|
|
2022
Q3 | $191K | Sell |
8,456
-645
| -7% | -$14.6K | 0.01% | 1083 |
|
|
2022
Q2 | $191K | Hold |
9,101
| – | – | 0.01% | 1088 |
|
|
2022
Q1 | $234K | Hold |
9,101
| – | – | 0.01% | 1081 |
|
|
2021
Q4 | $221K | Hold |
9,101
| – | – | 0.01% | 1164 |
|
|
2021
Q3 | $208K | Hold |
9,101
| – | – | 0.01% | 1176 |
|
|
2021
Q2 | $237K | Sell |
9,101
-576
| -6% | -$15K | 0.01% | 1114 |
|
|
2021
Q1 | $259K | Hold |
9,677
| – | – | 0.01% | 1050 |
|
|
2020
Q4 | $227K | Sell |
9,677
-829
| -8% | -$19.4K | 0.01% | 1064 |
|
|
2020
Q3 | $190K | Hold |
10,506
| – | – | 0.01% | 1056 |
|
|
2020
Q2 | $152K | Sell |
10,506
-988
| -9% | -$14.3K | 0.01% | 1159 |
|
|
2020
Q1 | $156K | Hold |
11,494
| – | – | 0.01% | 1036 |
|
|
2019
Q4 | $229K | Hold |
11,494
| – | – | 0.01% | 1012 |
|
|
2019
Q3 | $188K | Hold |
11,494
| – | – | 0.01% | 1085 |
|
|
2019
Q2 | $193K | Sell |
11,494
-1,079
| -9% | -$18.1K | 0.01% | 1082 |
|
|
2019
Q1 | $227K | Hold |
12,573
| – | – | 0.01% | 981 |
|
|
2018
Q4 | $182K | Hold |
12,573
| – | – | 0.01% | 1014 |
|
|
2018
Q3 | $176K | Hold |
12,573
| – | – | 0.01% | 1169 |
|
|
2018
Q2 | $169K | Sell |
12,573
-1,722
| -12% | -$23.1K | 0.01% | 1171 |
|
|
2018
Q1 | $163K | Hold |
14,295
| – | – | 0.01% | 1181 |
|
|
2017
Q4 | $155K | Sell |
14,295
-1,462
| -9% | -$15.9K | 0.01% | 1229 |
|
|
2017
Q3 | $173K | Hold |
15,757
| – | – | 0.01% | 1137 |
|
|
2017
Q2 | $175K | Hold |
15,757
| – | – | 0.01% | 1130 |
|
|
2017
Q1 | $176K | Hold |
15,757
| – | – | 0.01% | 1126 |
|
|
2016
Q4 | $183K | Hold |
15,757
| – | – | 0.01% | 1038 |
|
|
2016
Q3 | $202K | Buy |
15,757
+2,980
| +23% | +$38.2K | 0.01% | 1005 |
|
|
2016
Q2 | $159K | Hold |
12,777
| – | – | 0.01% | 962 |
|
|
2016
Q1 | $151K | Hold |
12,777
| – | – | 0.01% | 966 |
|
|
2015
Q4 | $122K | Hold |
12,777
| – | – | 0.01% | 970 |
|
|
2015
Q3 | $125K | Hold |
12,777
| – | – | 0.01% | 953 |
|
|
2015
Q2 | $169K | Buy |
12,777
+600
| +5% | +$7.94K | 0.01% | 987 |
|
|
2015
Q1 | $156K | Hold |
12,177
| – | – | 0.01% | 1028 |
|
|
2014
Q4 | $168K | Hold |
12,177
| – | – | 0.01% | 1001 |
|
|
2014
Q3 | $173K | Sell |
12,177
-928
| -7% | -$13.2K | 0.01% | 973 |
|
|
2014
Q2 | $204K | Hold |
13,105
| – | – | 0.01% | 994 |
|
|
2014
Q1 | $187K | Sell |
13,105
-638
| -5% | -$9.1K | 0.01% | 979 |
|
|
2013
Q4 | $199K | Buy |
13,743
+567
| +4% | +$8.21K | 0.02% | 972 |
|
|
2013
Q3 | $175K | Buy |
+13,176
| New | +$175K | 0.02% | 921 |
|