BFSG LLC’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	$284K	Hold	49,610	–	–	0.03%	222
2025 Q1	$255K	Buy	49,610 +1,080	+2%	+$5.55K	0.03%	217
2024 Q4	$216K	Buy	48,530 +26,700	+122%	+$119K	0.03%	231
2024 Q3	$119K	Buy	+21,830	New	+$119K	0.01%	306