Arcadia Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
211,455
+197,855
| +1,455% | +$2.08M | 0.36% | 55 |
|
|
2025
Q1 | $169K | Buy |
13,600
+800
| +6% | +$9.94K | 0.03% | 127 |
|
|
2024
Q4 | $165K | Buy |
+12,800
| New | +$165K | 0.03% | 130 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$27K | – | 268 |
|
|
2020
Q1 | $27K | Hold |
2,000
| – | – | 0.01% | 226 |
|
|
2019
Q4 | $40K | Hold |
2,000
| – | – | 0.01% | 210 |
|
|
2019
Q3 | $33K | Hold |
2,000
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $34K | Hold |
2,000
| – | – | 0.01% | 229 |
|
|
2019
Q1 | $36K | Hold |
2,000
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $29K | Buy |
+2,000
| New | +$29K | 0.01% | 215 |
|