Clearstead Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
84,645
+8,320
| +11% | +$87.5K | 0.01% | 474 |
|
|
2025
Q1 | $948K | Buy |
76,325
+2,447
| +3% | +$30.4K | 0.01% | 421 |
|
|
2024
Q4 | $951K | Buy |
73,878
+73,810
| +108,544% | +$950K | 0.01% | 416 |
|
|
2024
Q3 | $1.37K | Buy |
+68
| New | +$1.37K | ﹤0.01% | 1872 |
|
|
2024
Q1 | – | Sell |
-538
| Closed | -$10.4K | – | 1543 |
|
|
2023
Q4 | $10.4K | Sell |
538
-1,606
| -75% | -$30.9K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $32.6K | Buy |
2,144
+1,660
| +343% | +$25.2K | ﹤0.01% | 948 |
|
|
2023
Q2 | $10K | Sell |
484
-101
| -17% | -$2.09K | ﹤0.01% | 987 |
|
|
2023
Q1 | $14.1K | Buy |
585
+473
| +422% | +$11.4K | ﹤0.01% | 900 |
|
|
2022
Q4 | $3.22K | Buy |
+112
| New | +$3.22K | ﹤0.01% | 1031 |
|
|
2022
Q3 | – | Sell |
-549
| Closed | -$12K | – | 1237 |
|
|
2022
Q2 | $12K | Buy |
549
+49
| +10% | +$1.07K | ﹤0.01% | 888 |
|
|
2022
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 938 |
|
|
2021
Q4 | $12K | Buy |
500
+399
| +395% | +$9.58K | ﹤0.01% | 902 |
|
|
2021
Q3 | $2K | Buy |
101
+38
| +60% | +$752 | ﹤0.01% | 1106 |
|
|
2021
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 1010 |
|