Mather Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,041
| Closed | -$112K | – | 626 |
|
|
2025
Q1 | $112K | Buy |
9,041
+7,157
| +380% | +$88.9K | ﹤0.01% | 721 |
|
|
2024
Q4 | $24.2K | Sell |
1,884
-3,197
| -63% | -$41.1K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $102K | Sell |
5,081
-920
| -15% | -$18.5K | ﹤0.01% | 732 |
|
|
2024
Q2 | $108K | Buy |
6,001
+1,864
| +45% | +$33.4K | ﹤0.01% | 789 |
|
|
2024
Q1 | $79.6K | Buy |
+4,137
| New | +$79.6K | ﹤0.01% | 765 |
|