Key Financial Inc’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221 | Hold |
21
| – | – | ﹤0.01% | 1376 |
|
|
2025
Q1 | $261 | Hold |
21
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q4 | $270 | Hold |
21
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q3 | $421 | Buy |
+21
| New | +$421 | ﹤0.01% | 1275 |
|
|
2021
Q4 | – | Sell |
-991
| Closed | -$23K | – | 948 |
|
|
2021
Q3 | $23K | Buy |
+991
| New | +$23K | 0.01% | 439 |
|