Corient Private Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
102,883
-4,107
| -4% | -$43.2K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $1.33M | Sell |
106,990
-18,056
| -14% | -$224K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $1.61M | Sell |
125,046
-42,821
| -26% | -$551K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $3.37M | Sell |
167,867
-4,084
| -2% | -$81.9K | 0.01% | 859 |
|
|
2024
Q2 | $3.02M | Buy |
171,951
+10,602
| +7% | +$186K | 0.01% | 864 |
|
|
2024
Q1 | $2.89M | Buy |
161,349
+40,459
| +33% | +$725K | 0.01% | 862 |
|
|
2023
Q4 | $2.33M | Buy |
120,890
+60,685
| +101% | +$1.17M | ﹤0.01% | 933 |
|
|
2023
Q3 | $915K | Sell |
60,205
-8,083
| -12% | -$123K | ﹤0.01% | 1222 |
|
|
2023
Q2 | $1.41M | Buy |
68,288
+9,802
| +17% | +$203K | ﹤0.01% | 1026 |
|
|
2023
Q1 | $1.41M | Buy |
58,486
+5,020
| +9% | +$121K | ﹤0.01% | 958 |
|
|
2022
Q4 | $1.54M | Buy |
+53,466
| New | +$1.54M | 0.01% | 785 |
|