Coldstream Capital Management’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 | $2.57M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $201K | Buy |
|