Orion Portfolio Solutions’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $182K | Buy |
14,642
+1,948
| +15% | +$24.2K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $163K | Buy |
12,694
+471
| +4% | +$6.06K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $245K | Sell |
12,223
-23,200
| -65% | -$465K | ﹤0.01% | 1620 |
|
|
2024
Q2 | $622K | Buy |
35,423
+5,010
| +16% | +$88K | 0.01% | 1200 |
|
|
2024
Q1 | $545K | Buy |
30,413
+274
| +0.9% | +$4.91K | 0.01% | 1231 |
|
|
2023
Q4 | $575K | Buy |
+30,139
| New | +$575K | 0.01% | 1154 |
|
|
2023
Q3 | – | Sell |
-10,937
| Closed | -$227K | – | 1611 |
|
|
2023
Q2 | $227K | Sell |
10,937
-2,268
| -17% | -$47K | ﹤0.01% | 1515 |
|
|
2023
Q1 | $318K | Buy |
13,205
+6,220
| +89% | +$150K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $201K | Buy |
+6,985
| New | +$201K | 0.01% | 776 |
|
|
2020
Q3 | – | Sell |
-1,167
| Closed | -$17K | – | 465 |
|
|
2020
Q2 | $17K | Buy |
1,167
+530
| +83% | +$7.72K | ﹤0.01% | 991 |
|
|
2020
Q1 | $9K | Sell |
637
-9
| -1% | -$127 | ﹤0.01% | 1089 |
|
|
2019
Q4 | $13K | Buy |
+646
| New | +$13K | ﹤0.01% | 903 |
|