Moors & Cabot’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
63,899
+5,618
| +10% | +$59.1K | 0.03% | 431 |
|
|
2025
Q1 | $724K | Buy |
58,281
+2,888
| +5% | +$35.9K | 0.04% | 390 |
|
|
2024
Q4 | $713K | Buy |
55,393
+5,574
| +11% | +$71.7K | 0.03% | 408 |
|
|
2024
Q3 | $999K | Buy |
49,819
+3,830
| +8% | +$76.8K | 0.05% | 334 |
|
|
2024
Q2 | $808K | Buy |
45,989
+6,557
| +17% | +$115K | 0.04% | 354 |
|
|
2024
Q1 | $707K | Buy |
39,432
+8,194
| +26% | +$147K | 0.04% | 391 |
|
|
2023
Q4 | $601K | Sell |
31,238
-3,000
| -9% | -$57.8K | 0.04% | 402 |
|
|
2023
Q3 | $520K | Buy |
34,238
+18,988
| +125% | +$289K | 0.04% | 422 |
|
|
2023
Q2 | $316K | Buy |
15,250
+500
| +3% | +$10.4K | 0.02% | 596 |
|
|
2023
Q1 | $355K | Buy |
14,750
+250
| +2% | +$6.02K | 0.02% | 548 |
|
|
2022
Q4 | $417K | Sell |
14,500
-500
| -3% | -$14.4K | 0.03% | 474 |
|
|
2022
Q3 | $339K | Sell |
15,000
-5,375
| -26% | -$121K | 0.03% | 521 |
|
|
2022
Q2 | $428K | Buy |
20,375
+5,875
| +41% | +$123K | 0.03% | 455 |
|
|
2022
Q1 | $373K | Hold |
14,500
| – | – | 0.02% | 561 |
|
|
2021
Q4 | $352K | Buy |
+14,500
| New | +$352K | 0.02% | 571 |
|