LPL Financial’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Buy |
922,471
+287,497
| +45% | +$3.02M | ﹤0.01% | 1747 |
|
|
2025
Q1 | $7.89M | Buy |
634,974
+114,999
| +22% | +$1.43M | ﹤0.01% | 1778 |
|
|
2024
Q4 | $6.69M | Buy |
519,975
+38,964
| +8% | +$501K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $9.65M | Sell |
481,011
-66,879
| -12% | -$1.34M | ﹤0.01% | 1486 |
|
|
2024
Q2 | $9.63M | Sell |
547,890
-619,303
| -53% | -$10.9M | ﹤0.01% | 1402 |
|
|
2024
Q1 | $20.9M | Buy |
1,167,193
+65,203
| +6% | +$1.17M | 0.01% | 922 |
|
|
2023
Q4 | $21.2M | Buy |
1,101,990
+86,308
| +8% | +$1.66M | 0.01% | 853 |
|
|
2023
Q3 | $15.4M | Buy |
1,015,682
+235,525
| +30% | +$3.58M | 0.01% | 923 |
|
|
2023
Q2 | $16.2M | Buy |
780,157
+153,422
| +24% | +$3.18M | 0.01% | 881 |
|
|
2023
Q1 | $15.1M | Buy |
626,735
+50,118
| +9% | +$1.21M | 0.01% | 881 |
|
|
2022
Q4 | $16.6M | Buy |
576,617
+23,000
| +4% | +$661K | 0.01% | 784 |
|
|
2022
Q3 | $12.5M | Sell |
553,617
-28,127
| -5% | -$636K | 0.01% | 844 |
|
|
2022
Q2 | $12.2M | Buy |
581,744
+95,962
| +20% | +$2.02M | 0.01% | 865 |
|
|
2022
Q1 | $12.5M | Buy |
485,782
+46,528
| +11% | +$1.2M | 0.01% | 879 |
|
|
2021
Q4 | $10.7M | Buy |
439,254
+127,738
| +41% | +$3.1M | 0.01% | 980 |
|
|
2021
Q3 | $7.11M | Sell |
311,516
-13,526
| -4% | -$309K | 0.01% | 1154 |
|
|
2021
Q2 | $8.47M | Buy |
325,042
+30,177
| +10% | +$787K | 0.01% | 1004 |
|
|
2021
Q1 | $7.91M | Buy |
294,865
+2,600
| +0.9% | +$69.7K | 0.01% | 948 |
|
|
2020
Q4 | $6.87M | Buy |
292,265
+20,619
| +8% | +$485K | 0.01% | 937 |
|
|
2020
Q3 | $4.92M | Buy |
271,646
+23,793
| +10% | +$431K | 0.01% | 967 |
|
|
2020
Q2 | $3.59M | Buy |
247,853
+67,583
| +37% | +$979K | 0.01% | 1038 |
|
|
2020
Q1 | $2.45M | Buy |
180,270
+7,966
| +5% | +$108K | 0.01% | 1071 |
|
|
2019
Q4 | $3.43M | Sell |
172,304
-652
| -0.4% | -$13K | 0.01% | 1023 |
|
|
2019
Q3 | $2.83M | Sell |
172,956
-35,506
| -17% | -$580K | 0.01% | 1052 |
|
|
2019
Q2 | $3.49M | Sell |
208,462
-17,661
| -8% | -$296K | 0.01% | 942 |
|
|
2019
Q1 | $4.09M | Buy |
226,123
+7,016
| +3% | +$127K | 0.01% | 852 |
|
|
2018
Q4 | $3.17M | Sell |
219,107
-4,106
| -2% | -$59.4K | 0.01% | 879 |
|
|
2018
Q3 | $3.13M | Buy |
223,213
+11,796
| +6% | +$165K | 0.01% | 932 |
|
|
2018
Q2 | $2.84M | Sell |
211,417
-4,010
| -2% | -$53.8K | 0.01% | 944 |
|
|
2018
Q1 | $2.45M | Buy |
215,427
+166,944
| +344% | +$1.9M | 0.01% | 999 |
|
|
2017
Q4 | $525K | Buy |
48,483
+18,884
| +64% | +$204K | ﹤0.01% | 2016 |
|
|
2017
Q3 | $326K | Buy |
+29,599
| New | +$326K | ﹤0.01% | 2284 |
|
|
2016
Q2 | – | Sell |
-15,925
| Closed | -$176K | – | 2629 |
|
|
2016
Q1 | $176K | Sell |
15,925
-7,959
| -33% | -$88K | ﹤0.01% | 2822 |
|
|
2015
Q4 | $228K | Buy |
23,884
+8,448
| +55% | +$80.6K | ﹤0.01% | 2727 |
|
|
2015
Q3 | $159K | Sell |
15,436
-6,243
| -29% | -$64.3K | ﹤0.01% | 2585 |
|
|
2015
Q2 | $286K | Buy |
+21,679
| New | +$286K | ﹤0.01% | 2341 |
|
|
2014
Q4 | – | Sell |
-10,880
| Closed | -$154K | – | 2722 |
|
|
2014
Q3 | $154K | Sell |
10,880
-9,733
| -47% | -$138K | ﹤0.01% | 2536 |
|
|
2014
Q2 | $321K | Sell |
20,613
-3,009
| -13% | -$46.9K | ﹤0.01% | 2150 |
|
|
2014
Q1 | $337K | Buy |
23,622
+1,276
| +6% | +$18.2K | ﹤0.01% | 2056 |
|
|
2013
Q4 | $324K | Buy |
22,346
+672
| +3% | +$9.74K | ﹤0.01% | 2056 |
|
|
2013
Q3 | $299K | Buy |
21,674
+5,389
| +33% | +$74.3K | ﹤0.01% | 2003 |
|
|
2013
Q2 | $195K | Buy |
+16,285
| New | +$195K | ﹤0.01% | 2213 |
|