Kestra Private Wealth 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 | $247K | Sell |
23,508
-2,782
| -11% | -$29.3K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $327K | Buy |
26,290
+1,011
| +4% | +$12.6K | 0.01% | 1159 |
|
|
2024
Q4 | $325K | Sell |
25,279
-46
| -0.2% | -$592 | 0.01% | 1099 |
|
|
2024
Q3 | $508K | Sell |
25,325
-246
| -1% | -$4.94K | 0.01% | 868 |
|
|
2024
Q2 | $449K | Sell |
25,571
-3,616
| -12% | -$63.5K | 0.01% | 877 |
|
|
2024
Q1 | $523K | Buy |
+29,187
| New | +$523K | 0.01% | 779 |
|