Capital Advisors Ltd’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
1,910
+1,077
| +129% | +$11.3K | ﹤0.01% | 621 |
|
|
2025
Q1 | $10K | Buy |
833
+799
| +2,350% | +$9.59K | ﹤0.01% | 759 |
|
|
2024
Q4 | $0 | Sell |
34
-506
| -94% | – | ﹤0.01% | 1342 |
|
|
2024
Q3 | $11K | Sell |
540
-171
| -24% | -$3.48K | ﹤0.01% | 742 |
|
|
2024
Q2 | $12K | Sell |
711
-39
| -5% | -$658 | ﹤0.01% | 702 |
|
|
2024
Q1 | $13K | Buy |
750
+82
| +12% | +$1.42K | ﹤0.01% | 661 |
|
|
2023
Q4 | $13K | Sell |
668
-1,086
| -62% | -$21.1K | ﹤0.01% | 638 |
|
|
2023
Q3 | $27K | Sell |
1,754
-10
| -0.6% | -$154 | ﹤0.01% | 499 |
|
|
2023
Q2 | $37K | Sell |
1,764
-79
| -4% | -$1.66K | 0.01% | 471 |
|
|
2023
Q1 | $44K | Sell |
1,843
-150
| -8% | -$3.58K | 0.01% | 384 |
|
|
2022
Q4 | $57K | Buy |
1,993
+77
| +4% | +$2.2K | 0.01% | 361 |
|
|
2022
Q3 | $43K | Buy |
1,916
+107
| +6% | +$2.4K | 0.01% | 375 |
|
|
2022
Q2 | $38K | Buy |
1,809
+32
| +2% | +$672 | 0.01% | 381 |
|
|
2022
Q1 | $46K | Buy |
1,777
+1,088
| +158% | +$28.2K | 0.01% | 376 |
|
|
2021
Q4 | $17K | Buy |
689
+21
| +3% | +$518 | ﹤0.01% | 447 |
|
|
2021
Q3 | $15K | Hold |
668
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $17K | Hold |
668
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $18K | Hold |
668
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $16K | Hold |
668
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $12K | Hold |
668
| – | – | ﹤0.01% | 371 |
|
|
2020
Q2 | $10K | Hold |
668
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $9K | Buy |
+668
| New | +$9K | ﹤0.01% | 372 |
|