Oak Thistle LLC’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
+46,847
| New | +$493K | 0.07% | 368 |
|
|
2024
Q3 | – | Sell |
-17,936
| Closed | -$315K | – | 388 |
|
|
2024
Q2 | $315K | Buy |
+17,936
| New | +$315K | 0.23% | 190 |
|
|
2024
Q1 | – | Sell |
-20,308
| Closed | -$391K | – | 288 |
|
|
2023
Q4 | $391K | Buy |
+20,308
| New | +$391K | 0.11% | 321 |
|
|
2023
Q3 | – | Sell |
-84,388
| Closed | -$1.75M | – | 452 |
|
|
2023
Q2 | $1.75M | Buy |
+84,388
| New | +$1.75M | 0.92% | 2 |
|
|
2022
Q1 | – | Sell |
-30,111
| Closed | -$732K | – | 362 |
|
|
2021
Q4 | $732K | Buy |
+30,111
| New | +$732K | 0.57% | 28 |
|