Mutual Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
72,984
-13,496
| -16% | -$186K | 0.03% | 513 |
|
|
2025
Q1 | $869K | Buy |
86,480
+12,313
| +17% | +$124K | 0.02% | 500 |
|
|
2024
Q4 | $890K | Buy |
74,167
+4,723
| +7% | +$56.7K | 0.03% | 516 |
|
|
2024
Q3 | $1.18M | Sell |
69,444
-1,424
| -2% | -$24.2K | 0.03% | 433 |
|
|
2024
Q2 | $1.25M | Buy |
70,868
+14,118
| +25% | +$248K | 0.04% | 414 |
|
|
2024
Q1 | $1.02M | Buy |
56,750
+8,348
| +17% | +$150K | 0.03% | 465 |
|
|
2023
Q4 | $932K | Buy |
48,402
+337
| +0.7% | +$6.49K | 0.03% | 473 |
|
|
2023
Q3 | $731K | Buy |
48,065
+3,288
| +7% | +$50K | 0.03% | 505 |
|
|
2023
Q2 | $928K | Buy |
44,777
+7,917
| +21% | +$164K | 0.04% | 457 |
|
|
2023
Q1 | $888K | Sell |
36,860
-587
| -2% | -$14.1K | 0.04% | 455 |
|
|
2022
Q4 | $1.08M | Sell |
37,447
-473
| -1% | -$13.6K | 0.05% | 394 |
|
|
2022
Q3 | $857K | Buy |
37,920
+5,366
| +16% | +$121K | 0.04% | 408 |
|
|
2022
Q2 | $684K | Buy |
32,554
+4,093
| +14% | +$86K | 0.05% | 443 |
|
|
2022
Q1 | $732K | Sell |
28,461
-2,067
| -7% | -$53.2K | 0.04% | 466 |
|
|
2021
Q4 | $742K | Buy |
30,528
+7,863
| +35% | +$191K | 0.04% | 477 |
|
|
2021
Q3 | $517K | Buy |
22,665
+1,847
| +9% | +$42.1K | 0.03% | 529 |
|
|
2021
Q2 | $543K | Buy |
20,818
+1,259
| +6% | +$32.8K | 0.03% | 501 |
|
|
2021
Q1 | $524K | Sell |
19,559
-350
| -2% | -$9.38K | 0.04% | 473 |
|
|
2020
Q4 | $468K | Buy |
19,909
+855
| +4% | +$20.1K | 0.03% | 474 |
|
|
2020
Q3 | $345K | Buy |
+19,054
| New | +$345K | 0.03% | 504 |
|