FAM
Formidable Asset Management’s Algonquin Power & Utilities AQN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
69,370
-6,283
| -8% | -$36K | 0.07% | 269 |
|
|
2025
Q1 | $389K | Sell |
75,653
-6,017
| -7% | -$30.9K | 0.07% | 270 |
|
|
2024
Q4 | $363K | Sell |
81,670
-2,764
| -3% | -$12.3K | 0.06% | 275 |
|
|
2024
Q3 | $460K | Sell |
84,434
-12,286
| -13% | -$67K | 0.07% | 236 |
|
|
2024
Q2 | $567K | Sell |
96,720
-14,276
| -13% | -$83.7K | 0.09% | 212 |
|
|
2024
Q1 | $701K | Sell |
110,996
-22,757
| -17% | -$144K | 0.11% | 188 |
|
|
2023
Q4 | $845K | Sell |
133,753
-1,196
| -0.9% | -$7.56K | 0.18% | 111 |
|
|
2023
Q3 | $765K | Buy |
134,949
+18,735
| +16% | +$106K | 0.17% | 120 |
|
|
2023
Q2 | $960K | Sell |
116,214
-4,872
| -4% | -$40.2K | 0.21% | 87 |
|
|
2023
Q1 | $1.02M | Buy |
121,086
+24,760
| +26% | +$208K | 0.21% | 86 |
|
|
2022
Q4 | $628K | Buy |
96,326
+56,269
| +140% | +$367K | 0.14% | 137 |
|
|
2022
Q3 | $437K | Buy |
40,057
+835
| +2% | +$9.11K | 0.1% | 178 |
|
|
2022
Q2 | $526K | Buy |
39,222
+6,014
| +18% | +$80.7K | 0.12% | 160 |
|
|
2022
Q1 | $515K | Buy |
+33,208
| New | +$515K | 0.1% | 179 |
|