Avantax Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
106,088
+15,186
| +17% | +$160K | 0.01% | 1098 |
|
|
2025
Q1 | $1.13M | Buy |
90,902
+46,344
| +104% | +$576K | 0.01% | 1025 |
|
|
2024
Q4 | $573K | Buy |
44,558
+2,558
| +6% | +$32.9K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $843K | Buy |
42,000
+6,407
| +18% | +$129K | 0.01% | 1117 |
|
|
2024
Q2 | $625K | Buy |
+35,593
| New | +$625K | ﹤0.01% | 1229 |
|
|
2023
Q3 | – | Sell |
-12,503
| Closed | -$259K | – | 1545 |
|
|
2023
Q2 | $259K | Buy |
12,503
+135
| +1% | +$2.8K | ﹤0.01% | 1258 |
|
|
2023
Q1 | $298K | Buy |
12,368
+393
| +3% | +$9.46K | ﹤0.01% | 1155 |
|
|
2022
Q4 | $344K | Buy |
+11,975
| New | +$344K | ﹤0.01% | 1030 |
|