Global Retirement Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Buy |
+6,011
| New | +$63.2K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $36.3K | Buy |
2,818
+188
| +7% | +$2.42K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $52.8K | Sell |
2,630
-1,604
| -38% | -$32.2K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $74.4K | Sell |
4,234
-592
| -12% | -$10.4K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $86.5K | Buy |
4,826
+448
| +10% | +$8.03K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $78.3K | Buy |
4,378
+668
| +18% | +$12K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $49K | Buy |
3,710
+965
| +35% | +$12.7K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $56.9K | Sell |
2,745
-14
| -0.5% | -$290 | ﹤0.01% | 1205 |
|
|
2023
Q1 | $61.9K | Buy |
2,759
+512
| +23% | +$11.5K | ﹤0.01% | 1142 |
|
|
2022
Q4 | $64.6K | Sell |
2,247
-9
| -0.4% | -$259 | ﹤0.01% | 983 |
|
|
2022
Q3 | $59K | Buy |
2,256
+513
| +29% | +$13.4K | ﹤0.01% | 949 |
|
|
2022
Q2 | $37K | Buy |
1,743
+102
| +6% | +$2.17K | ﹤0.01% | 1103 |
|
|
2022
Q1 | $35K | Buy |
+1,641
| New | +$35K | ﹤0.01% | 1134 |
|
|
2021
Q4 | – | Sell |
-1,594
| Closed | -$36K | – | 279 |
|
|
2021
Q3 | $36K | Sell |
1,594
-92
| -5% | -$2.08K | ﹤0.01% | 962 |
|
|
2021
Q2 | $44K | Sell |
1,686
-426
| -20% | -$11.1K | ﹤0.01% | 900 |
|
|
2021
Q1 | $57K | Hold |
2,112
| – | – | 0.01% | 733 |
|
|
2020
Q4 | $50K | Hold |
2,112
| – | – | 0.01% | 722 |
|
|
2020
Q3 | $38K | Sell |
2,112
-233
| -10% | -$4.19K | 0.01% | 710 |
|
|
2020
Q2 | $34K | Buy |
2,345
+455
| +24% | +$6.6K | 0.01% | 738 |
|
|
2020
Q1 | $26K | Buy |
1,890
+97
| +5% | +$1.33K | ﹤0.01% | 725 |
|
|
2019
Q4 | $36K | Hold |
1,793
| – | – | 0.01% | 731 |
|
|
2019
Q3 | $29K | Hold |
1,793
| – | – | ﹤0.01% | 764 |
|
|
2019
Q2 | $30K | Sell |
1,793
-165
| -8% | -$2.76K | 0.01% | 747 |
|
|
2019
Q1 | $35K | Hold |
1,958
| – | – | 0.01% | 642 |
|
|
2018
Q4 | $28K | Sell |
1,958
-385
| -16% | -$5.51K | 0.01% | 652 |
|
|
2018
Q3 | $33K | Sell |
2,343
-100
| -4% | -$1.41K | 0.01% | 656 |
|
|
2018
Q2 | $33K | Buy |
2,443
+485
| +25% | +$6.55K | 0.01% | 644 |
|
|
2018
Q1 | $22K | Buy |
1,958
+1,194
| +156% | +$13.4K | 0.01% | 725 |
|
|
2017
Q4 | $8K | Hold |
764
| – | – | ﹤0.01% | 966 |
|
|
2017
Q3 | $8K | Hold |
764
| – | – | ﹤0.01% | 881 |
|
|
2017
Q2 | $8K | Hold |
764
| – | – | ﹤0.01% | 825 |
|
|
2017
Q1 | $9K | Hold |
764
| – | – | 0.01% | 763 |
|
|
2016
Q4 | $9K | Buy |
+764
| New | +$9K | 0.01% | 705 |
|