Focus Partners Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
39,205
+6,454
| +20% | +$67.9K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $407K | Sell |
32,751
-78,591
| -71% | -$976K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $1.43M | Sell |
111,342
-669
| -0.6% | -$8.61K | ﹤0.01% | 947 |
|
|
2024
Q3 | $2.25M | Buy |
112,011
+82,645
| +281% | +$1.66M | 0.01% | 740 |
|
|
2024
Q2 | $516K | Buy |
29,366
+186
| +0.6% | +$3.27K | ﹤0.01% | 946 |
|
|
2024
Q1 | $523K | Buy |
29,180
+672
| +2% | +$12K | ﹤0.01% | 720 |
|
|
2023
Q4 | $549K | Buy |
+28,508
| New | +$549K | 0.01% | 560 |
|