John G. Ullman & Associates’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 | $399K | Buy |
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|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $102K | Sell |
|
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $430K | Buy |
|
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.78M | Sell |
|
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|
2023
Q1 | $1.81M | Buy |
|
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $6.56M | Sell |
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|
2021
Q4 | $6.77M | Sell |
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|
2021
Q3 | $16.7M | Buy |
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|
2021
Q2 | $16.7M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $6.29M | Buy |
|