IFP Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18K | Buy |
+1,427
| New | +$8.18K | ﹤0.01% | 3043 |
|
|
2024
Q3 | – | Sell |
-1,588
| Closed | -$9.31K | – | 3312 |
|
|
2024
Q2 | $9.31K | Sell |
1,588
-727
| -31% | -$4.26K | ﹤0.01% | 2366 |
|
|
2024
Q1 | $14.6K | Buy |
2,315
+727
| +46% | +$4.6K | ﹤0.01% | 2107 |
|
|
2023
Q4 | $10K | Buy |
1,588
+881
| +125% | +$5.57K | ﹤0.01% | 2189 |
|
|
2023
Q3 | $4.19K | Sell |
707
-115
| -14% | -$681 | ﹤0.01% | 2578 |
|
|
2023
Q2 | $6.79K | Buy |
822
+115
| +16% | +$950 | ﹤0.01% | 2427 |
|
|
2023
Q1 | $6.92K | Buy |
707
+335
| +90% | +$3.28K | ﹤0.01% | 2436 |
|
|
2022
Q4 | $6K | Sell |
372
-1,195
| -76% | -$19.3K | ﹤0.01% | 3661 |
|
|
2022
Q3 | $16K | Buy |
1,567
+967
| +161% | +$9.87K | ﹤0.01% | 3268 |
|
|
2022
Q2 | $7K | Hold |
600
| – | – | ﹤0.01% | 3580 |
|
|
2022
Q1 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 3580 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3370 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3080 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3015 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2947 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2845 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2737 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2738 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$4K | – | 2399 |
|
|
2018
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2861 |
|
|
2018
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 3228 |
|
|
2018
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 3283 |
|
|
2018
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 3237 |
|
|
2017
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3236 |
|
|
2017
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 3436 |
|