Beacon Investment 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 | $140K | Buy |
13,349
+18
| +0.1% | +$189 | 0.01% | 245 |
|
|
2025
Q1 | $166K | Buy |
13,331
+17
| +0.1% | +$211 | 0.01% | 229 |
|
|
2024
Q4 | $171K | Hold |
13,314
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $267K | Sell |
13,314
-239
| -2% | -$4.79K | 0.01% | 229 |
|
|
2024
Q2 | $238K | Buy |
+13,553
| New | +$238K | 0.01% | 243 |
|
|
2019
Q2 | – | Sell |
-14,070
| Closed | -$254K | – | 227 |
|
|
2019
Q1 | $254K | Buy |
14,070
+2
| +0% | +$36 | 0.03% | 203 |
|
|
2018
Q4 | $203K | Sell |
14,068
-80
| -0.6% | -$1.15K | 0.02% | 243 |
|
|
2018
Q3 | $198K | Sell |
14,148
-299
| -2% | -$4.18K | 0.02% | 249 |
|
|
2018
Q2 | $194K | Buy |
14,447
+1,069
| +8% | +$14.4K | 0.02% | 245 |
|
|
2018
Q1 | $152K | Buy |
13,378
+260
| +2% | +$2.95K | 0.02% | 251 |
|
|
2017
Q4 | $142K | Buy |
+13,118
| New | +$142K | 0.02% | 238 |
|