Deseret Mutual Benefit Administrators’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
1,709
| – | – | 0.01% | 439 |
|
|
2025
Q1 | $21.2K | Buy |
1,709
+417
| +32% | +$5.18K | 0.01% | 426 |
|
|
2024
Q4 | $16.6K | Sell |
1,292
-1,304
| -50% | -$16.8K | 0.01% | 445 |
|
|
2024
Q3 | $52.1K | Sell |
2,596
-1,415
| -35% | -$28.4K | 0.03% | 296 |
|
|
2024
Q2 | $70.5K | Buy |
4,011
+383
| +11% | +$6.73K | 0.03% | 242 |
|
|
2024
Q1 | $65.1K | Buy |
3,628
+319
| +10% | +$5.72K | 0.03% | 253 |
|
|
2023
Q4 | $63.7K | Sell |
3,309
-913
| -22% | -$17.6K | 0.04% | 239 |
|
|
2023
Q3 | $64.2K | Sell |
4,222
-256
| -6% | -$3.89K | 0.03% | 256 |
|
|
2023
Q2 | $92.8K | Sell |
4,478
-63
| -1% | -$1.31K | 0.04% | 237 |
|
|
2023
Q1 | $109K | Hold |
4,541
| – | – | 0.04% | 209 |
|
|
2022
Q4 | $131K | Sell |
4,541
-3,224
| -42% | -$92.7K | 0.05% | 193 |
|
|
2022
Q3 | $175K | Sell |
7,765
-1,407
| -15% | -$31.7K | 0.05% | 220 |
|
|
2022
Q2 | $193K | Buy |
9,172
+225
| +3% | +$4.74K | 0.04% | 233 |
|
|
2022
Q1 | $230K | Sell |
8,947
-820
| -8% | -$21.1K | 0.05% | 230 |
|
|
2021
Q4 | $237K | Sell |
9,767
-1,907
| -16% | -$46.3K | 0.04% | 244 |
|
|
2021
Q3 | $267K | Buy |
11,674
+5,942
| +104% | +$136K | 0.05% | 218 |
|
|
2021
Q2 | $149K | Buy |
+5,732
| New | +$149K | 0.04% | 262 |
|