Creative Planning’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $607K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $20K | Buy |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $16K | Buy |
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