Bell Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65K | Sell |
632
-156
| -20% | -$1.64K | ﹤0.01% | 849 |
|
|
2025
Q1 | $9.79K | Buy |
788
+30
| +4% | +$373 | ﹤0.01% | 615 |
|
|
2024
Q4 | $9.76K | Sell |
758
-137
| -15% | -$1.76K | ﹤0.01% | 615 |
|
|
2024
Q3 | $18K | Sell |
895
-28
| -3% | -$562 | ﹤0.01% | 426 |
|
|
2024
Q2 | $16.2K | Buy |
923
+131
| +17% | +$2.3K | ﹤0.01% | 442 |
|
|
2024
Q1 | $14.2K | Sell |
792
-29
| -4% | -$520 | ﹤0.01% | 464 |
|
|
2023
Q4 | $15.8K | Buy |
821
+607
| +284% | +$11.7K | ﹤0.01% | 413 |
|
|
2023
Q3 | $3.25K | Sell |
214
-208
| -49% | -$3.16K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $8.75K | Buy |
422
+346
| +455% | +$7.17K | ﹤0.01% | 566 |
|
|
2023
Q1 | $1.83K | Buy |
76
+9
| +13% | +$217 | ﹤0.01% | 1311 |
|
|
2022
Q4 | $1.93K | Buy |
67
+1
| +2% | +$29 | ﹤0.01% | 1314 |
|
|
2022
Q3 | $1K | Sell |
66
-35
| -35% | -$530 | ﹤0.01% | 1292 |
|
|
2022
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $3K | Buy |
120
+2
| +2% | +$50 | ﹤0.01% | 936 |
|
|
2021
Q3 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 870 |
|