Atria Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
160,492
+42,678
| +36% | +$449K | 0.02% | 796 |
|
|
2025
Q1 | $1.46M | Buy |
117,814
+6,401
| +6% | +$79.5K | 0.02% | 842 |
|
|
2024
Q4 | $1.43M | Buy |
111,413
+24,860
| +29% | +$320K | 0.02% | 822 |
|
|
2024
Q3 | $1.74M | Buy |
86,553
+42,707
| +97% | +$857K | 0.02% | 717 |
|
|
2024
Q2 | $770K | Buy |
+43,846
| New | +$770K | 0.01% | 1071 |
|
|
2020
Q2 | – | Sell |
-63,949
| Closed | -$870K | – | 517 |
|
|
2020
Q1 | $870K | Sell |
63,949
-14,209
| -18% | -$193K | 0.07% | 248 |
|
|
2019
Q4 | $1.56M | Buy |
78,158
+21,324
| +38% | +$424K | 0.04% | 391 |
|
|
2019
Q3 | $929K | Sell |
56,834
-12,354
| -18% | -$202K | 0.03% | 437 |
|
|
2019
Q2 | $1.03M | Sell |
69,188
-16,769
| -20% | -$250K | 0.04% | 401 |
|
|
2019
Q1 | $1.55M | Buy |
85,957
+38,031
| +79% | +$688K | 0.07% | 252 |
|
|
2018
Q4 | $693K | Sell |
47,926
-128,061
| -73% | -$1.85M | 0.03% | 400 |
|
|
2018
Q3 | $2.46M | Sell |
175,987
-36,484
| -17% | -$511K | 0.1% | 188 |
|
|
2018
Q2 | $2.85M | Sell |
212,471
-71,291
| -25% | -$956K | 0.13% | 151 |
|
|
2018
Q1 | $3.23M | Sell |
283,762
-6,086
| -2% | -$69.2K | 0.16% | 124 |
|
|
2017
Q4 | $3.14M | Buy |
+289,848
| New | +$3.14M | 0.16% | 137 |
|