Congress Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Buy	52,282 +1,557	+3%	+$8.92K	﹤0.01%	1069
2025 Q1	$261K	Sell	50,725 -9,590	-16%	-$49.3K	﹤0.01%	970
2024 Q4	$268K	Sell	60,315 -73,159	-55%	-$326K	﹤0.01%	790
2024 Q3	$727K	Buy	133,474 +56,019	+72%	+$305K	0.01%	572
2024 Q2	$454K	Buy	+77,455	New	+$454K	0.01%	547