Cetera Investment Advisers’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
149,187
-43,234
| -22% | -$455K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $2.39M | Buy |
192,421
+44,812
| +30% | +$557K | ﹤0.01% | 1624 |
|
|
2024
Q4 | $1.9M | Buy |
147,609
+50,125
| +51% | +$645K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $1.96M | Sell |
97,484
-3,032
| -3% | -$60.8K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $1.77M | Buy |
100,516
+24,764
| +33% | +$435K | ﹤0.01% | 1658 |
|
|
2024
Q1 | $1.36M | Buy |
75,752
+57,473
| +314% | +$1.03M | ﹤0.01% | 1834 |
|
|
2023
Q4 | $352K | Buy |
18,279
+6,022
| +49% | +$116K | ﹤0.01% | 1689 |
|
|
2023
Q3 | $186K | Buy |
12,257
+1,407
| +13% | +$21.4K | ﹤0.01% | 1997 |
|
|
2023
Q2 | $225K | Sell |
10,850
-33,420
| -75% | -$693K | ﹤0.01% | 1918 |
|
|
2023
Q1 | $1.07M | Buy |
44,270
+24,945
| +129% | +$601K | 0.01% | 1000 |
|
|
2022
Q4 | $556K | Buy |
+19,325
| New | +$556K | 0.01% | 1319 |
|
|
2022
Q1 | – | Sell |
-12,008
| Closed | -$292K | – | 1861 |
|
|
2021
Q4 | $292K | Buy |
+12,008
| New | +$292K | ﹤0.01% | 1501 |
|
|
2021
Q3 | – | Sell |
-28,296
| Closed | -$738K | – | 1776 |
|
|
2021
Q2 | $738K | Buy |
+28,296
| New | +$738K | 0.01% | 903 |
|