Global Financial Private Client’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 |
-30
| Closed | -$373 | – | 255 |
|
|
2025
Q1 | $373 | Buy |
30
+17
| +131% | +$211 | ﹤0.01% | 1384 |
|
|
2024
Q4 | $167 | Buy |
+13
| New | +$167 | ﹤0.01% | 1344 |
|
|
2024
Q3 | – | Sell |
-23,110
| Closed | -$406K | – | 808 |
|
|
2024
Q2 | $406K | Buy |
+23,110
| New | +$406K | 0.17% | 139 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$1.57K | – | 604 |
|
|
2021
Q1 | $1.57K | Buy |
+58
| New | +$1.57K | ﹤0.01% | 463 |
|