Concurrent Investment Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
107,581
+29,621
| +38% | +$312K | 0.02% | 561 |
|
|
2025
Q1 | $968K | Buy |
77,960
+20,511
| +36% | +$255K | 0.02% | 552 |
|
|
2024
Q4 | $739K | Sell |
57,449
-17,219
| -23% | -$222K | 0.02% | 562 |
|
|
2024
Q3 | $1.5M | Buy |
74,668
+52,562
| +238% | +$1.05M | 0.04% | 377 |
|
|
2024
Q2 | $388K | Buy |
+22,106
| New | +$388K | 0.01% | 657 |
|