Heritage Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Hold |
1,875
| – | – | ﹤0.01% | 375 |
|
|
2025
Q1 | $23.3K | Sell |
1,875
-154
| -8% | -$1.91K | ﹤0.01% | 355 |
|
|
2024
Q4 | $26.1K | Buy |
2,029
+27
| +1% | +$347 | ﹤0.01% | 367 |
|
|
2024
Q3 | $40.2K | Buy |
2,002
+127
| +7% | +$2.55K | ﹤0.01% | 346 |
|
|
2024
Q2 | $32.9K | Hold |
1,875
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $33.6K | Hold |
1,875
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $36.1K | Hold |
1,875
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $28.5K | Hold |
1,875
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $38.9K | Hold |
1,875
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $45.2K | Hold |
1,875
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $53.9K | Hold |
1,875
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $42.4K | Hold |
1,875
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $39K | Hold |
1,875
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $48K | Hold |
1,875
| – | – | ﹤0.01% | 318 |
|
|
2021
Q4 | $46K | Hold |
1,875
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $42.8K | Hold |
1,875
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $48.9K | Hold |
1,875
| – | – | ﹤0.01% | 326 |
|
|
2021
Q1 | $50.3K | Hold |
1,875
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $44K | Hold |
1,875
| – | – | ﹤0.01% | 335 |
|
|
2020
Q3 | $34K | Hold |
1,875
| – | – | ﹤0.01% | 305 |
|
|
2020
Q2 | $27.2K | Buy |
+1,875
| New | +$27.2K | ﹤0.01% | 303 |
|