Hudson Valley Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-406,443
| Closed | -$5.23M | – | 170 |
|
|
2024
Q4 | $5.23M | Buy |
406,443
+43,792
| +12% | +$564K | 0.59% | 51 |
|
|
2024
Q3 | $7.27M | Buy |
362,651
+156,504
| +76% | +$3.14M | 0.81% | 43 |
|
|
2024
Q2 | $3.93M | Sell |
206,147
-31,580
| -13% | -$602K | 0.51% | 62 |
|
|
2024
Q1 | $4.26M | Buy |
237,727
+42,970
| +22% | +$770K | 0.51% | 58 |
|
|
2023
Q4 | $3.71M | Buy |
194,757
+52,359
| +37% | +$998K | 0.51% | 62 |
|
|
2023
Q3 | $2.16M | Buy |
142,398
+28,275
| +25% | +$430K | 0.31% | 77 |
|
|
2023
Q2 | $2.37M | Buy |
114,123
+7,830
| +7% | +$162K | 0.32% | 81 |
|
|
2023
Q1 | $2.56M | Sell |
106,293
-66
| -0.1% | -$1.59K | 0.36% | 80 |
|
|
2022
Q4 | $3.06M | Buy |
106,359
+4,418
| +4% | +$127K | 0.46% | 61 |
|
|
2022
Q3 | $2.3M | Buy |
101,941
+5,486
| +6% | +$124K | 0.37% | 75 |
|
|
2022
Q2 | $2.03M | Buy |
96,455
+5,446
| +6% | +$114K | 0.32% | 85 |
|
|
2022
Q1 | $2.34M | Buy |
91,009
+2,545
| +3% | +$65.5K | 0.31% | 80 |
|
|
2021
Q4 | $2.15M | Buy |
88,464
+3,811
| +5% | +$92.6K | 0.34% | 64 |
|
|
2021
Q3 | $1.93M | Sell |
84,653
-961
| -1% | -$21.9K | 0.33% | 64 |
|
|
2021
Q2 | $2.23M | Buy |
85,614
+3,066
| +4% | +$79.9K | 0.39% | 62 |
|
|
2021
Q1 | $2.21M | Buy |
82,548
+2,780
| +3% | +$74.5K | 0.4% | 65 |
|
|
2020
Q4 | $1.88M | Buy |
79,768
+751
| +1% | +$17.7K | 0.36% | 65 |
|
|
2020
Q3 | $1.43M | Buy |
79,017
+959
| +1% | +$17.4K | 0.31% | 73 |
|
|
2020
Q2 | $1.13M | Buy |
78,058
+4,292
| +6% | +$62.2K | 0.26% | 81 |
|
|
2020
Q1 | $1M | Sell |
73,766
-22,118
| -23% | -$301K | 0.28% | 78 |
|
|
2019
Q4 | $1.91M | Buy |
95,884
+1,183
| +1% | +$23.5K | 0.41% | 63 |
|
|
2019
Q3 | $1.55M | Sell |
94,701
-5,407
| -5% | -$88.3K | 0.36% | 66 |
|
|
2019
Q2 | $1.68M | Buy |
100,108
+3,741
| +4% | +$62.7K | 0.39% | 67 |
|
|
2019
Q1 | $1.74M | Sell |
96,367
-843
| -0.9% | -$15.2K | 0.42% | 64 |
|
|
2018
Q4 | $1.41M | Buy |
97,210
+68,200
| +235% | +$986K | 0.32% | 79 |
|
|
2018
Q3 | $406K | Buy |
29,010
+3,039
| +12% | +$42.5K | 0.09% | 117 |
|
|
2018
Q2 | $348K | Buy |
25,971
+6,372
| +33% | +$85.4K | 0.09% | 120 |
|
|
2018
Q1 | $223K | Buy |
19,599
+593
| +3% | +$6.75K | 0.06% | 136 |
|
|
2017
Q4 | $149K | Sell |
19,006
-99
| -0.5% | -$776 | 0.04% | 143 |
|
|
2017
Q3 | $211K | Buy |
19,105
+746
| +4% | +$8.24K | 0.05% | 144 |
|
|
2017
Q2 | $204K | Buy |
18,359
+605
| +3% | +$6.72K | 0.06% | 141 |
|
|
2017
Q1 | $198K | Buy |
17,754
+1,785
| +11% | +$19.9K | 0.06% | 142 |
|
|
2016
Q4 | $186K | Buy |
+15,969
| New | +$186K | 0.05% | 143 |
|