Clearstead Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Sell |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $948K | Buy |
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|
2024
Q4 | $951K | Buy |
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|
2024
Q3 | $1.36K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.4K | Sell |
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|
2023
Q3 | $32.6K | Buy |
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|
2023
Q2 | $10K | Sell |
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|
2023
Q1 | $14.1K | Buy |
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|
2022
Q4 | $3.22K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $2K | Buy |
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|
2021
Q2 | $2K | Buy |
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