Atlas Capital 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 | $189 | Hold |
18
| – | – | ﹤0.01% | 914 |
|
|
2025
Q1 | $223 | Hold |
18
| – | – | ﹤0.01% | 963 |
|
|
2024
Q4 | $231 | Sell |
18
-2,489
| -99% | -$31.9K | ﹤0.01% | 914 |
|
|
2024
Q3 | $50.3K | Sell |
2,507
-4,914
| -66% | -$98.6K | 0.01% | 580 |
|
|
2024
Q2 | $130K | Buy |
7,421
+7,403
| +41,128% | +$130K | 0.02% | 459 |
|
|
2024
Q1 | $322 | Hold |
18
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $346 | Hold |
18
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $273 | Sell |
18
-501
| -97% | -$7.6K | ﹤0.01% | 855 |
|
|
2023
Q2 | $10.8K | Hold |
519
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $12.5K | Hold |
519
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $14.9K | Hold |
519
| – | – | ﹤0.01% | 688 |
|
|
2022
Q3 | $11.7K | Buy |
519
+501
| +2,783% | +$11.3K | ﹤0.01% | 705 |
|
|
2022
Q2 | $378 | Hold |
18
| – | – | ﹤0.01% | 955 |
|
|
2022
Q1 | $463 | Hold |
18
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $437 | Sell |
18
-2,356
| -99% | -$57.2K | ﹤0.01% | 905 |
|
|
2021
Q3 | $54.2K | Sell |
2,374
-2,712
| -53% | -$61.9K | 0.01% | 510 |
|
|
2021
Q2 | $133K | Buy |
5,086
+18
| +0.4% | +$469 | 0.02% | 416 |
|
|
2021
Q1 | $136K | Buy |
+5,068
| New | +$136K | 0.03% | 376 |
|
|
2020
Q2 | – | Sell |
-13,337
| Closed | -$181K | – | 664 |
|
|
2020
Q1 | $181K | Buy |
+13,337
| New | +$181K | 0.05% | 283 |
|
|
2019
Q3 | – | Sell |
-22,692
| Closed | -$380K | – | 635 |
|
|
2019
Q2 | $380K | Buy |
22,692
+10,467
| +86% | +$175K | 0.12% | 200 |
|
|
2019
Q1 | $221K | Hold |
12,225
| – | – | 0.08% | 250 |
|
|
2018
Q4 | $177K | Sell |
12,225
-3,276
| -21% | -$47.4K | 0.07% | 273 |
|
|
2018
Q3 | $225K | Buy |
+15,501
| New | +$225K | 0.08% | 275 |
|