JFGIW
Johnson Financial Group Inc (Wisconsin)’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-73
| Closed | -$1.31K | – | 825 |
|
|
2024
Q1 | $1.31K | Hold |
73
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $1.41K | Buy |
+73
| New | +$1.41K | ﹤0.01% | 771 |
|
|
2022
Q1 | – | Sell |
-4,946
| Closed | -$120K | – | 660 |
|
|
2021
Q4 | $120K | Sell |
4,946
-5,016
| -50% | -$122K | 0.01% | 338 |
|
|
2021
Q3 | $227K | Sell |
9,962
-41,553
| -81% | -$947K | 0.02% | 252 |
|
|
2021
Q2 | $1.34M | Buy |
51,515
+6,525
| +15% | +$170K | 0.09% | 107 |
|
|
2021
Q1 | $1.21M | Sell |
44,990
-11,300
| -20% | -$303K | 0.08% | 112 |
|
|
2020
Q4 | $1.32M | Buy |
56,290
+4,610
| +9% | +$108K | 0.11% | 90 |
|
|
2020
Q3 | $936K | Sell |
51,680
-446
| -0.9% | -$8.08K | 0.1% | 96 |
|
|
2020
Q2 | $755K | Buy |
+52,126
| New | +$755K | 0.08% | 100 |
|
|
2019
Q4 | – | Sell |
-6,214
| Closed | -$102K | – | 510 |
|
|
2019
Q3 | $102K | Buy |
6,214
+5,571
| +866% | +$91.4K | 0.01% | 279 |
|
|
2019
Q2 | $11K | Hold |
643
| – | – | ﹤0.01% | 450 |
|
|
2019
Q1 | $12K | Hold |
643
| – | – | ﹤0.01% | 424 |
|
|
2018
Q4 | $9K | Sell |
643
-51
| -7% | -$714 | ﹤0.01% | 434 |
|
|
2018
Q3 | $10K | Buy |
+694
| New | +$10K | ﹤0.01% | 445 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$2K | – | 538 |
|
|
2018
Q1 | $2K | Sell |
150
-27,607
| -99% | -$368K | ﹤0.01% | 524 |
|
|
2017
Q4 | $301K | Sell |
27,757
-280
| -1% | -$3.04K | 0.04% | 213 |
|
|
2017
Q3 | $309K | Hold |
28,037
| – | – | 0.04% | 198 |
|
|
2017
Q2 | $311K | Sell |
28,037
-763
| -3% | -$8.46K | 0.04% | 198 |
|
|
2017
Q1 | $322K | Hold |
28,800
| – | – | 0.04% | 229 |
|
|
2016
Q4 | $335K | Sell |
28,800
-1,045
| -4% | -$12.2K | 0.05% | 225 |
|
|
2016
Q3 | $384K | Hold |
29,845
| – | – | 0.05% | 217 |
|
|
2016
Q2 | $372K | Buy |
29,845
+28,453
| +2,044% | +$355K | 0.05% | 221 |
|
|
2016
Q1 | $16K | Sell |
1,392
-1,385
| -50% | -$15.9K | ﹤0.01% | 546 |
|
|
2015
Q4 | $27K | Buy |
2,777
+2,710
| +4,045% | +$26.3K | 0.01% | 477 |
|
|
2015
Q3 | $1K | Sell |
67
-12,991
| -99% | -$194K | ﹤0.01% | 789 |
|
|
2015
Q2 | $173K | Buy |
13,058
+3,875
| +42% | +$51.3K | 0.04% | 270 |
|
|
2015
Q1 | $118K | Buy |
9,183
+2,940
| +47% | +$37.8K | 0.03% | 343 |
|
|
2014
Q4 | $86K | Buy |
6,243
+5,457
| +694% | +$75.2K | 0.02% | 391 |
|
|
2014
Q3 | $11K | Sell |
786
-583
| -43% | -$8.16K | ﹤0.01% | 606 |
|
|
2014
Q2 | $21K | Buy |
+1,369
| New | +$21K | 0.01% | 539 |
|
|
2014
Q1 | – | Sell |
-1,565
| Closed | -$23K | – | 708 |
|
|
2013
Q4 | $23K | Buy |
+1,565
| New | +$23K | 0.01% | 502 |
|