EverSource Wealth Advisors’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 | $2.51K | Sell |
438
-42
| -9% | -$241 | ﹤0.01% | 3418 |
|
|
2025
Q1 | $2.47K | Sell |
480
-830
| -63% | -$4.27K | ﹤0.01% | 2837 |
|
|
2024
Q4 | $5.83K | Sell |
1,310
-10,191
| -89% | -$45.4K | ﹤0.01% | 2277 |
|
|
2024
Q3 | $62.7K | Sell |
11,501
-17,203
| -60% | -$93.8K | ﹤0.01% | 973 |
|
|
2024
Q2 | $179K | Buy |
28,704
+5,863
| +26% | +$36.6K | 0.01% | 596 |
|
|
2024
Q1 | $140K | Buy |
22,841
+1,213
| +6% | +$7.41K | 0.01% | 595 |
|
|
2023
Q4 | $137K | Buy |
21,628
+1,972
| +10% | +$12.5K | 0.01% | 539 |
|
|
2023
Q3 | $116K | Buy |
19,656
+2,500
| +15% | +$14.8K | 0.01% | 517 |
|
|
2023
Q2 | $142K | Buy |
17,156
+3,670
| +27% | +$30.3K | 0.02% | 472 |
|
|
2023
Q1 | $113K | Buy |
13,486
+5,350
| +66% | +$44.9K | 0.01% | 504 |
|
|
2022
Q4 | $53K | Buy |
8,136
+699
| +9% | +$4.56K | 0.01% | 741 |
|
|
2022
Q3 | $81K | Buy |
+7,437
| New | +$81K | 0.02% | 493 |
|