Bell Investment Advisors’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 | $2.25K | Hold |
392
| – | – | ﹤0.01% | 1329 |
|
|
2025
Q1 | $2.02K | Buy |
392
+142
| +57% | +$730 | ﹤0.01% | 1305 |
|
|
2024
Q4 | $1.11K | Sell |
250
-157
| -39% | -$699 | ﹤0.01% | 1550 |
|
|
2024
Q3 | $2.22K | Sell |
407
-106
| -21% | -$578 | ﹤0.01% | 1317 |
|
|
2024
Q2 | $3.01K | Buy |
513
+263
| +105% | +$1.54K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $1.58K | Sell |
250
-79
| -24% | -$499 | ﹤0.01% | 1443 |
|
|
2023
Q4 | $2.08K | Sell |
329
-246
| -43% | -$1.56K | ﹤0.01% | 1311 |
|
|
2023
Q3 | $3.4K | Buy |
575
+71
| +14% | +$420 | ﹤0.01% | 1008 |
|
|
2023
Q2 | $4.16K | Buy |
504
+52
| +12% | +$430 | ﹤0.01% | 914 |
|
|
2023
Q1 | $3.8K | Buy |
452
+160
| +55% | +$1.34K | ﹤0.01% | 916 |
|
|
2022
Q4 | $1.9K | Buy |
292
+208
| +248% | +$1.36K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 1304 |
|
|
2021
Q4 | $6K | Buy |
389
+352
| +951% | +$5.43K | ﹤0.01% | 652 |
|
|
2021
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1253 |
|