Oak Family Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Sell |
|
|||||
|
2025
Q2 | $3.56M | Buy |
|
|||||
|
2025
Q1 | $3.04M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $3.41M | Buy |
|
|||||
|
2024
Q2 | $2.17M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $306K | Sell |
|
|||||
|
2023
Q1 | $402K | Sell |
|
|||||
|
2022
Q4 | $506K | Sell |
|
|||||
|
2022
Q3 | $2.05M | Sell |
|
|||||
|
2022
Q2 | $2.16M | Sell |
|
|||||
|
2022
Q1 | $2.82M | Buy |
|
|||||
|
2021
Q4 | $233K | Sell |
|
|||||
|
2021
Q3 | $256K | Sell |
|
|||||
|
2021
Q2 | $322K | Buy |
|
|||||
|
2021
Q1 | $330K | Sell |
|
|||||
|
2020
Q4 | $2.56M | Buy |
|