Freedom Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-42,575
| Closed | -$448K | – | 160 |
|
|
2025
Q2 | $448K | Buy |
42,575
+7,058
| +20% | +$75.6K | 0.04% | 479 |
|
|
2025
Q1 | $441K | Buy |
35,517
+5,814
| +20% | +$67.3K | 0.04% | 458 |
|
|
2024
Q4 | $382K | Buy |
29,703
+2,505
| +9% | +$37.4K | 0.03% | 508 |
|
|
2024
Q3 | $546K | Buy |
27,198
+323
| +1% | +$5.71K | 0.04% | 414 |
|
|
2024
Q2 | $472K | Sell |
26,875
-464
| -2% | -$8.82K | 0.04% | 441 |
|
|
2024
Q1 | $490K | Sell |
27,339
-1,761
| -6% | -$29.4K | 0.04% | 442 |
|
|
2023
Q4 | $560K | Sell |
29,100
-2,801
| -9% | -$45.6K | 0.05% | 405 |
|
|
2023
Q3 | $485K | Sell |
31,901
-3,999
| -11% | -$76.2K | 0.06% | 369 |
|
|
2023
Q2 | $744K | Buy |
35,900
+120
| +0.3% | +$2.64K | 0.08% | 304 |
|
|
2023
Q1 | $862K | Sell |
35,780
-6,105
| -15% | -$155K | 0.1% | 269 |
|
|
2022
Q4 | $1.2M | Sell |
41,885
-6,008
| -13% | -$162K | 0.14% | 215 |
|
|
2022
Q3 | $1.08M | Sell |
47,893
-2,178
| -4% | -$51.6K | 0.12% | 230 |
|
|
2022
Q2 | $1.05M | Buy |
50,071
+9,516
| +23% | +$208K | 0.11% | 249 |
|
|
2022
Q1 | $1.04M | Buy |
40,555
+2,224
| +6% | +$50.3K | 0.09% | 279 |
|
|
2021
Q4 | $931K | Sell |
38,331
-852
| -2% | -$20.7K | 0.07% | 367 |
|
|
2021
Q3 | $895K | Sell |
39,183
-1,692
| -4% | -$41.1K | 0.07% | 341 |
|
|
2021
Q2 | $1.07M | Buy |
40,875
+341
| +0.8% | +$9K | 0.08% | 311 |
|
|
2021
Q1 | $1.09M | Sell |
40,534
-13,864
| -25% | -$369K | 0.08% | 280 |
|
|
2020
Q4 | $1.28M | Buy |
54,398
+19,542
| +56% | +$406K | 0.14% | 155 |
|
|
2020
Q3 | $631K | Sell |
34,856
-266
| -0.8% | -$4.44K | 0.07% | 247 |
|
|
2020
Q2 | $509K | Sell |
35,122
-6,039
| -15% | -$79.3K | 0.06% | 269 |
|
|
2020
Q1 | $844K | Sell |
41,161
-15,120
| -27% | -$271K | 0.07% | 218 |
|
|
2019
Q4 | $1.12M | Sell |
56,281
-311
| -0.5% | -$5.56K | 0.1% | 191 |
|
|
2019
Q3 | $925K | Sell |
56,592
-26,056
| -32% | -$420K | 0.08% | 227 |
|
|
2019
Q2 | $1.39M | Sell |
82,648
-1,391
| -2% | -$23.6K | 0.12% | 177 |
|
|
2019
Q1 | $1.52M | Sell |
84,039
-35,067
| -29% | -$590K | 0.12% | 181 |
|
|
2018
Q4 | $1.72M | Sell |
119,106
-16,107
| -12% | -$242K | 0.13% | 145 |
|
|
2018
Q3 | $1.78M | Buy |
135,213
+1,157
| +0.9% | +$15.6K | 0.11% | 180 |
|
|
2018
Q2 | $1.8M | Buy |
+134,056
| New | +$1.65M | 0.11% | 185 |
|
|
2017
Q3 | – | Sell |
-10,470
| Closed | -$116K | – | 1094 |
|
|
2017
Q2 | $116K | Sell |
10,470
-5,229
| -33% | -$60.1K | 0.01% | 1028 |
|
|
2017
Q1 | $176K | Buy |
+15,699
| New | +$179K | 0.01% | 988 |
|
|
2016
Q3 | – | Sell |
-19,409
| Closed | -$242K | – | 890 |
|
|
2016
Q2 | $242K | Buy |
+19,409
| New | +$219K | 0.02% | 678 |
|
Other funds holding AES
OAG
