Horizon Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $118K | Buy |
11,395
+1,184
| +12% | +$12.3K | ﹤0.01% | 929 |
|
2025
Q1 | $125K | Buy |
10,211
+480
| +5% | +$5.86K | ﹤0.01% | 600 |
|
2024
Q4 | $123K | Buy |
9,731
+83
| +0.9% | +$1.05K | ﹤0.01% | 602 |
|
2024
Q3 | $192K | Sell |
9,648
-1,873
| -16% | -$37.2K | 0.01% | 549 |
|
2024
Q2 | $200K | Buy |
11,521
+668
| +6% | +$11.6K | 0.01% | 545 |
|
2024
Q1 | $193K | Buy |
10,853
+334
| +3% | +$5.93K | 0.01% | 556 |
|
2023
Q4 | $200K | Buy |
10,519
+976
| +10% | +$18.6K | 0.01% | 523 |
|
2023
Q3 | $143K | Buy |
9,543
+126
| +1% | +$1.89K | ﹤0.01% | 579 |
|
2023
Q2 | $194K | Buy |
9,417
+909
| +11% | +$18.7K | 0.01% | 521 |
|
2023
Q1 | $203K | Sell |
8,508
-196
| -2% | -$4.69K | 0.01% | 506 |
|
2022
Q4 | $249K | Buy |
+8,704
| New | +$249K | 0.01% | 491 |
|
2019
Q3 | – | Sell |
-17,744
| Closed | -$297K | – | 398 |
|
2019
Q2 | $297K | Buy |
17,744
+6,182
| +53% | +$103K | 0.01% | 379 |
|
2019
Q1 | $209K | Buy |
+11,562
| New | +$209K | 0.01% | 388 |
|
2018
Q4 | – | Sell |
-19,125
| Closed | -$268K | – | 206 |
|
2018
Q3 | $268K | Buy |
19,125
+4,085
| +27% | +$57.2K | 0.01% | 220 |
|
2018
Q2 | $202K | Buy |
15,040
+4,763
| +46% | +$64K | 0.01% | 229 |
|
2018
Q1 | $117K | Buy |
+10,277
| New | +$117K | 0.01% | 180 |
|