IFP Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-488
| Closed | -$7.06K | – | 2368 |
|
|
2025
Q1 | $7.06K | Sell |
488
-1,163
| -70% | -$16.8K | ﹤0.01% | 2697 |
|
|
2024
Q4 | $22.3K | Buy |
1,651
+655
| +66% | +$8.84K | ﹤0.01% | 2196 |
|
|
2024
Q3 | $20K | Sell |
996
-1,122
| -53% | -$22.5K | ﹤0.01% | 2152 |
|
|
2024
Q2 | $37.2K | Buy |
2,118
+836
| +65% | +$14.7K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $23K | Buy |
1,282
+41
| +3% | +$735 | ﹤0.01% | 1904 |
|
|
2023
Q4 | $23.9K | Sell |
1,241
-6,706
| -84% | -$129K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $121K | Sell |
7,947
-125
| -2% | -$1.9K | 0.01% | 1174 |
|
|
2023
Q2 | $167K | Buy |
8,072
+812
| +11% | +$16.8K | 0.01% | 1111 |
|
|
2023
Q1 | $75.9K | Sell |
7,260
-4,952
| -41% | -$51.7K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $146K | Buy |
12,212
+7,349
| +151% | +$87.9K | ﹤0.01% | 1522 |
|
|
2022
Q3 | $74K | Buy |
4,863
+414
| +9% | +$6.3K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $69K | Hold |
4,449
| – | – | ﹤0.01% | 1930 |
|
|
2022
Q1 | $69K | Buy |
4,449
+3,198
| +256% | +$49.6K | ﹤0.01% | 1930 |
|
|
2021
Q4 | $32K | Sell |
1,251
-286
| -19% | -$7.32K | ﹤0.01% | 1704 |
|
|
2021
Q3 | $36K | Sell |
1,537
-1,368
| -47% | -$32K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $75K | Sell |
2,905
-49
| -2% | -$1.27K | ﹤0.01% | 1357 |
|
|
2021
Q1 | $79K | Sell |
2,954
-5,469
| -65% | -$146K | ﹤0.01% | 1264 |
|
|
2020
Q4 | $197K | Buy |
8,423
+68
| +0.8% | +$1.59K | 0.01% | 807 |
|
|
2020
Q3 | $151K | Buy |
8,355
+629
| +8% | +$11.4K | 0.01% | 808 |
|
|
2020
Q2 | $110K | Sell |
7,726
-1,294
| -14% | -$18.4K | 0.01% | 889 |
|
|
2020
Q1 | $121K | Buy |
9,020
+3,694
| +69% | +$49.6K | 0.01% | 749 |
|
|
2019
Q4 | $108K | Sell |
5,326
-2,198
| -29% | -$44.6K | 0.01% | 900 |
|
|
2019
Q3 | $124K | Buy |
+7,524
| New | +$124K | 0.01% | 957 |
|
|
2019
Q1 | $79K | Sell |
4,399
-25,868
| -85% | -$465K | 0.01% | 783 |
|
|
2018
Q4 | $432K | Sell |
30,267
-1,757
| -5% | -$25.1K | 0.03% | 605 |
|
|
2018
Q3 | $448K | Buy |
32,024
+10,646
| +50% | +$149K | 0.02% | 711 |
|
|
2018
Q2 | $287K | Sell |
21,378
-129
| -0.6% | -$1.73K | 0.01% | 895 |
|
|
2018
Q1 | $233K | Hold |
21,507
| – | – | 0.01% | 919 |
|
|
2017
Q4 | $233K | Sell |
21,507
-1,753
| -8% | -$19K | 0.01% | 917 |
|
|
2017
Q3 | $256K | Buy |
23,260
+2,808
| +14% | +$30.9K | 0.01% | 1000 |
|
|
2017
Q2 | $227K | Buy |
20,452
+9,123
| +81% | +$101K | 0.01% | 1050 |
|
|
2017
Q1 | $127K | Buy |
11,329
+5,489
| +94% | +$61.5K | 0.01% | 1355 |
|
|
2016
Q4 | $68K | Sell |
5,840
-1,060
| -15% | -$12.3K | ﹤0.01% | 1685 |
|
|
2016
Q3 | $89K | Sell |
6,900
-398
| -5% | -$5.13K | ﹤0.01% | 1432 |
|
|
2016
Q2 | $91K | Buy |
7,298
+2,899
| +66% | +$36.1K | 0.01% | 1390 |
|
|
2016
Q1 | $79K | Sell |
4,399
-1,799
| -29% | -$32.3K | 0.01% | 783 |
|
|
2015
Q4 | $59K | Buy |
+6,198
| New | +$59K | ﹤0.01% | 1495 |
|