Kovack Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
67,655
+12,664
| +23% | +$133K | 0.07% | 254 |
|
|
2025
Q1 | $683K | Buy |
54,991
+26,524
| +93% | +$329K | 0.07% | 234 |
|
|
2024
Q4 | $366K | Buy |
+28,467
| New | +$366K | 0.04% | 390 |
|
|
2018
Q3 | – | Sell |
-11,700
| Closed | -$157K | – | 434 |
|
|
2018
Q2 | $157K | Sell |
11,700
-1,500
| -11% | -$20.1K | 0.04% | 377 |
|
|
2018
Q1 | $150K | Sell |
13,200
-3,025
| -19% | -$34.4K | 0.04% | 442 |
|
|
2017
Q4 | $176K | Sell |
16,225
-1,000
| -6% | -$10.8K | 0.04% | 424 |
|
|
2017
Q3 | $190K | Sell |
17,225
-1,000
| -5% | -$11K | 0.06% | 317 |
|
|
2017
Q2 | $202K | Sell |
18,225
-1,500
| -8% | -$16.6K | 0.06% | 330 |
|
|
2017
Q1 | $221K | Sell |
19,725
-1,500
| -7% | -$16.8K | 0.09% | 247 |
|
|
2016
Q4 | $247K | Buy |
21,225
+1
| +0% | +$12 | 0.12% | 191 |
|
|
2016
Q3 | $273K | Sell |
21,224
-500
| -2% | -$6.43K | 0.13% | 175 |
|
|
2016
Q2 | $271K | Hold |
21,724
| – | – | 0.14% | 173 |
|
|
2016
Q1 | $256K | Sell |
21,724
-2,000
| -8% | -$23.6K | 0.16% | 162 |
|
|
2015
Q4 | $227K | Sell |
23,724
-1,999
| -8% | -$19.1K | 0.15% | 170 |
|
|
2015
Q3 | $252K | Buy |
25,723
+1,000
| +4% | +$9.8K | 0.18% | 151 |
|
|
2015
Q2 | $328K | Hold |
24,723
| – | – | 0.23% | 116 |
|
|
2015
Q1 | $318K | Buy |
+24,723
| New | +$318K | 0.27% | 102 |
|