Farther Finance Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Buy |
4,414
+428
| +11% | +$4.5K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $49.3K | Sell |
3,986
-655
| -14% | -$8.1K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $59.7K | Sell |
4,641
-773
| -14% | -$9.95K | ﹤0.01% | 1567 |
|
|
2024
Q3 | $109K | Sell |
5,414
-47
| -0.9% | -$943 | ﹤0.01% | 1266 |
|
|
2024
Q2 | $95.2K | Buy |
5,461
+1,576
| +41% | +$27.5K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $70.2K | Buy |
3,885
+145
| +4% | +$2.62K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $72K | Buy |
3,740
+2,365
| +172% | +$45.5K | 0.01% | 905 |
|
|
2023
Q3 | $20.9K | Buy |
1,375
+235
| +21% | +$3.57K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $23.6K | Buy |
1,140
+26
| +2% | +$539 | 0.01% | 947 |
|
|
2023
Q1 | $26.8K | Buy |
1,114
+2
| +0.2% | +$48 | 0.01% | 810 |
|
|
2022
Q4 | $32K | Buy |
+1,112
| New | +$32K | 0.01% | 597 |
|