LRI Investments’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-78	Closed	-$1K	–	1211
2024 Q4	$1K	Hold	78	–	–	﹤0.01%	1111
2024 Q3	$1.09K	Hold	78	–	–	﹤0.01%	1098
2024 Q2	$1.37K	Hold	78	–	–	﹤0.01%	1083
2024 Q1	$1.4K	Buy	+78	New	+$1.4K	﹤0.01%	779