Pathway Financial Advisers’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,316
| Closed | -$94.2K | – | 166 |
|
|
2024
Q4 | $94.2K | Buy |
7,316
+284
| +4% | +$3.66K | 0.03% | 193 |
|
|
2024
Q3 | $141K | Buy |
7,032
+434
| +7% | +$8.71K | 0.06% | 133 |
|
|
2024
Q2 | $116K | Buy |
6,598
+19
| +0.3% | +$334 | 0.04% | 176 |
|
|
2024
Q1 | $118K | Sell |
6,579
-3,893
| -37% | -$69.8K | 0.04% | 179 |
|
|
2023
Q4 | $202K | Sell |
10,472
-453
| -4% | -$8.72K | 0.08% | 157 |
|
|
2023
Q3 | $166K | Buy |
+10,925
| New | +$166K | 0.07% | 163 |
|
|
2023
Q1 | $258K | Sell |
10,733
-11,821
| -52% | -$285K | 0.1% | 147 |
|
|
2022
Q4 | $649K | Buy |
+22,554
| New | +$649K | 0.26% | 96 |
|