IFP Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,427
| Closed | -$8.18K | – | 4843 |
|
|
2025
Q2 | $8.18K | Buy |
+1,427
| New | +$7.83K | ﹤0.01% | 3043 |
|
|
2024
Q3 | – | Sell |
-1,588
| Closed | -$9.31K | – | 3312 |
|
|
2024
Q2 | $9.31K | Sell |
1,588
-727
| -31% | -$4.5K | ﹤0.01% | 2366 |
|
|
2024
Q1 | $14.6K | Buy |
2,315
+727
| +46% | +$4.41K | ﹤0.01% | 2107 |
|
|
2023
Q4 | $10K | Buy |
1,588
+881
| +125% | +$5.15K | ﹤0.01% | 2189 |
|
|
2023
Q3 | $4.19K | Sell |
707
-115
| -14% | -$866 | ﹤0.01% | 2578 |
|
|
2023
Q2 | $6.79K | Buy |
822
+115
| +16% | +$977 | ﹤0.01% | 2427 |
|
|
2023
Q1 | $6.92K | Buy |
707
+335
| +90% | +$2.52K | ﹤0.01% | 2436 |
|
|
2022
Q4 | $6K | Sell |
372
-1,195
| -76% | -$10.7K | ﹤0.01% | 3661 |
|
|
2022
Q3 | $16K | Buy |
1,567
+967
| +161% | +$13.1K | ﹤0.01% | 3267 |
|
|
2022
Q2 | $7K | Hold |
600
| – | – | ﹤0.01% | 3579 |
|
|
2022
Q1 | $7K | Buy |
+600
| New | +$8.66K | ﹤0.01% | 3579 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3439 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3126 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3071 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2988 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2887 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2777 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2796 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$4K | – | 2404 |
|
|
2018
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2906 |
|
|
2018
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 3267 |
|
|
2018
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 3333 |
|
|
2018
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 3237 |
|
|
2017
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3286 |
|
|
2017
Q3 | $4K | Buy |
+400
| New | +$4.24K | ﹤0.01% | 3476 |
|
Other funds holding AQN
SV
EIG
AI
BCIM
