Mark Sheptoff Financial Planning’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.2K	Hold	2,300	–	–	0.01%	253
2025 Q1	$28.6K	Buy	+2,300	New	+$28.6K	0.02%	212