EF
Empirical Finance’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
20,807
+190
| +0.9% | +$2K | 0.01% | 500 |
|
|
2025
Q1 | $256K | Buy |
20,617
+1,985
| +11% | +$24.7K | 0.02% | 479 |
|
|
2024
Q4 | $240K | Buy |
18,632
+42
| +0.2% | +$541 | 0.01% | 488 |
|
|
2024
Q3 | $373K | Buy |
18,590
+527
| +3% | +$10.6K | 0.02% | 454 |
|
|
2024
Q2 | $317K | Sell |
18,063
-122
| -0.7% | -$2.14K | 0.02% | 466 |
|
|
2024
Q1 | $326K | Buy |
18,185
+823
| +5% | +$14.8K | 0.02% | 481 |
|
|
2023
Q4 | $334K | Sell |
17,362
-886
| -5% | -$17.1K | 0.02% | 470 |
|
|
2023
Q3 | $277K | Buy |
18,248
+2,142
| +13% | +$32.6K | 0.02% | 482 |
|
|
2023
Q2 | $334K | Buy |
16,106
+5,182
| +47% | +$107K | 0.03% | 458 |
|
|
2023
Q1 | $263K | Sell |
10,924
-669
| -6% | -$16.1K | 0.02% | 466 |
|
|
2022
Q4 | $333K | Sell |
11,593
-92
| -0.8% | -$2.65K | 0.03% | 426 |
|
|
2022
Q3 | $264K | Hold |
11,685
| – | – | 0.03% | 435 |
|
|
2022
Q2 | $246K | Buy |
11,685
+26
| +0.2% | +$547 | 0.03% | 441 |
|
|
2022
Q1 | $300K | Buy |
11,659
+314
| +3% | +$8.08K | 0.03% | 410 |
|
|
2021
Q4 | $276K | Buy |
+11,345
| New | +$276K | 0.03% | 419 |
|
|
2021
Q3 | – | Sell |
-7,887
| Closed | -$206K | – | 419 |
|
|
2021
Q2 | $206K | Buy |
+7,887
| New | +$206K | 0.03% | 395 |
|
|
2017
Q1 | – | Sell |
-319
| Closed | -$4K | – | 100 |
|
|
2016
Q4 | $4K | Buy |
+319
| New | +$4K | ﹤0.01% | 571 |
|