IMA Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
113,585
-9,158
| -7% | -$96.3K | 0.13% | 109 |
|
|
2025
Q1 | $1.52M | Sell |
122,743
-1,462
| -1% | -$18.2K | 0.18% | 93 |
|
|
2024
Q4 | $1.6M | Sell |
124,205
-5,161
| -4% | -$66.4K | 0.19% | 96 |
|
|
2024
Q3 | $2.6M | Sell |
129,366
-462
| -0.4% | -$9.27K | 0.56% | 49 |
|
|
2024
Q2 | $2.28M | Sell |
129,828
-1,426
| -1% | -$25.1K | 1.01% | 32 |
|
|
2024
Q1 | $2.35M | Buy |
131,254
+9,108
| +7% | +$163K | 1.11% | 29 |
|
|
2023
Q4 | $2.35M | Sell |
122,146
-9,624
| -7% | -$185K | 1.18% | 32 |
|
|
2023
Q3 | $2M | Sell |
131,770
-1,743
| -1% | -$26.5K | 0.52% | 60 |
|
|
2023
Q2 | $2.77M | Buy |
133,513
+10,830
| +9% | +$225K | 0.71% | 49 |
|
|
2023
Q1 | $2.95M | Sell |
122,683
-296
| -0.2% | -$7.13K | 0.76% | 38 |
|
|
2022
Q4 | $3.54M | Sell |
122,979
-2,366
| -2% | -$68K | 0.94% | 22 |
|
|
2022
Q3 | $2.83M | Sell |
125,345
-20,378
| -14% | -$461K | 0.76% | 39 |
|
|
2022
Q2 | $3.06M | Buy |
145,723
+35
| +0% | +$735 | 0.75% | 36 |
|
|
2022
Q1 | $3.75M | Buy |
145,688
+10,815
| +8% | +$278K | 0.86% | 29 |
|
|
2021
Q4 | $3.28M | Sell |
134,873
-5,888
| -4% | -$143K | 0.72% | 42 |
|
|
2021
Q3 | $3.21M | Sell |
140,761
-1,309
| -0.9% | -$29.9K | 0.76% | 40 |
|
|
2021
Q2 | $3.7M | Sell |
142,070
-2,728
| -2% | -$71.1K | 0.87% | 34 |
|
|
2021
Q1 | $3.88M | Buy |
144,798
+6,704
| +5% | +$180K | 0.95% | 31 |
|
|
2020
Q4 | $3.25M | Buy |
138,094
+13,533
| +11% | +$318K | 0.91% | 34 |
|
|
2020
Q3 | $2.26M | Buy |
124,561
+2,309
| +2% | +$41.8K | 0.76% | 44 |
|
|
2020
Q2 | $1.77M | Buy |
+122,252
| New | +$1.77M | 0.64% | 57 |
|