Kestra Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $232K | Buy |
|
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|
2024
Q3 | $346K | Sell |
|
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|
2024
Q2 | $320K | Sell |
|
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $278K | Sell |
|
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|
2023
Q1 | $402K | Sell |
|
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $543K | Buy |
|