Fiduciary Financial Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,939
| Closed | -$247K | – | 300 |
|
|
2025
Q1 | $247K | Buy |
23,939
+1,677
| +8% | +$17.3K | 0.05% | 234 |
|
|
2024
Q4 | $268K | Buy |
22,262
+4,403
| +25% | +$52.9K | 0.06% | 226 |
|
|
2024
Q3 | $324K | Buy |
17,859
+4,335
| +32% | +$78.7K | 0.07% | 192 |
|
|
2024
Q2 | $239K | Buy |
+13,524
| New | +$239K | 0.06% | 230 |
|