Cerity Partners’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $461K | Buy |
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|
2025
Q4 | $328K | Buy |
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|
2025
Q3 | $283K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $56.4K | Sell |
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|
2024
Q2 | $80.8K | Buy |
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|
2024
Q1 | $86.2K | Sell |
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|
2023
Q4 | $97K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $275K | Buy |
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