Atria Wealth Solutions’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
54,204
-117,208
| -68% | -$1.24M | 0.01% | 852 |
|
|
2025
Q1 | $2.13M | Buy |
171,412
+54,736
| +47% | +$680K | 0.03% | 605 |
|
|
2024
Q4 | $1.5M | Buy |
+116,676
| New | +$1.5M | 0.02% | 750 |
|
|
2024
Q3 | – | Sell |
-12,367
| Closed | -$217K | – | 1898 |
|
|
2024
Q2 | $217K | Sell |
12,367
-1,717
| -12% | -$30.2K | ﹤0.01% | 1691 |
|
|
2024
Q1 | $253K | Buy |
+14,084
| New | +$253K | ﹤0.01% | 1662 |
|
|
2023
Q2 | – | Sell |
-9,367
| Closed | -$226K | – | 1856 |
|
|
2023
Q1 | $226K | Sell |
9,367
-28,856
| -75% | -$695K | ﹤0.01% | 1591 |
|
|
2022
Q4 | $1.1M | Buy |
38,223
+8,973
| +31% | +$258K | 0.02% | 700 |
|
|
2022
Q3 | $661K | Buy |
+29,250
| New | +$661K | 0.01% | 884 |
|
|
2022
Q2 | – | Sell |
-8,739
| Closed | -$225K | – | 1597 |
|
|
2022
Q1 | $225K | Buy |
+8,739
| New | +$225K | ﹤0.01% | 1501 |
|