Avantax Advisory Services’s Algonquin Power & Utilities AQN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Buy	18,639 +4,940	+36%	+$28.3K	﹤0.01%	2283
2025 Q1	$70.4K	Buy	13,699 +747	+6%	+$3.84K	﹤0.01%	2181
2024 Q4	$57.6K	Buy	+12,952	New	+$57.6K	﹤0.01%	2150
2024 Q3	–	Sell	-10,677	Closed	-$62.6K	–	2125
2024 Q2	$62.6K	Buy	+10,677	New	+$62.6K	﹤0.01%	2034