Jones Financial Companies’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
77,077
+22,670
| +42% | +$243K | ﹤0.01% | 1082 |
|
|
2025
Q1 | $675K | Buy |
54,407
+39,283
| +260% | +$488K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $195K | Buy |
15,124
+6,860
| +83% | +$88.3K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $166K | Buy |
8,264
+5,876
| +246% | +$118K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $42K | Buy |
2,388
+1,578
| +195% | +$27.7K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $14.5K | Buy |
+810
| New | +$14.5K | ﹤0.01% | 982 |
|
|
2013
Q4 | – | Sell |
-3,998
| Closed | -$53K | – | 227 |
|
|
2013
Q3 | $53K | Buy |
+3,998
| New | +$53K | ﹤0.01% | 289 |
|