Kestra 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 | $219K | Buy |
20,778
+4,387
| +27% | +$46.2K | ﹤0.01% | 2590 |
|
|
2025
Q1 | $204K | Sell |
16,391
-1,636
| -9% | -$20.3K | ﹤0.01% | 2465 |
|
|
2024
Q4 | $232K | Buy |
18,027
+795
| +5% | +$10.2K | ﹤0.01% | 2388 |
|
|
2024
Q3 | $346K | Sell |
17,232
-962
| -5% | -$19.3K | ﹤0.01% | 2003 |
|
|
2024
Q2 | $320K | Sell |
18,194
-4,469
| -20% | -$78.5K | ﹤0.01% | 2067 |
|
|
2024
Q1 | $406K | Sell |
22,663
-1,290
| -5% | -$23.1K | ﹤0.01% | 1798 |
|
|
2023
Q4 | $461K | Buy |
23,953
+5,271
| +28% | +$101K | ﹤0.01% | 1577 |
|
|
2023
Q3 | $284K | Buy |
18,682
+5,259
| +39% | +$79.9K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $278K | Sell |
13,423
-3,264
| -20% | -$67.7K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $402K | Sell |
16,687
-11,337
| -40% | -$273K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $806K | Buy |
28,024
+6,122
| +28% | +$176K | 0.01% | 1158 |
|
|
2022
Q3 | $495K | Buy |
21,902
+3,770
| +21% | +$85.2K | 0.01% | 1321 |
|
|
2022
Q2 | $381K | Buy |
18,132
+1,929
| +12% | +$40.5K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $417K | Buy |
16,203
+185
| +1% | +$4.76K | ﹤0.01% | 1394 |
|
|
2021
Q4 | $389K | Sell |
16,018
-5,008
| -24% | -$122K | ﹤0.01% | 1453 |
|
|
2021
Q3 | $480K | Buy |
21,026
+503
| +2% | +$11.5K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $535K | Buy |
20,523
+43
| +0.2% | +$1.12K | 0.01% | 1250 |
|
|
2021
Q1 | $549K | Sell |
20,480
-3,336
| -14% | -$89.4K | 0.01% | 1141 |
|
|
2020
Q4 | $543K | Buy |
+23,816
| New | +$543K | 0.01% | 1167 |
|