Portside Wealth Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Buy |
80,485
+5,396
| +7% | +$56.8K | 0.13% | 174 |
|
|
2025
Q1 | $933K | Buy |
75,089
+3,767
| +5% | +$46.8K | 0.15% | 150 |
|
|
2024
Q4 | $918K | Buy |
71,322
+14,955
| +27% | +$192K | 0.15% | 146 |
|
|
2024
Q3 | $1.13M | Buy |
56,367
+5,160
| +10% | +$104K | 0.19% | 123 |
|
|
2024
Q2 | $900K | Sell |
51,207
-4,623
| -8% | -$81.2K | 0.17% | 133 |
|
|
2024
Q1 | $1M | Buy |
55,830
+3,095
| +6% | +$55.5K | 0.19% | 126 |
|
|
2023
Q4 | $1.02M | Buy |
52,735
+2,675
| +5% | +$51.5K | 0.19% | 123 |
|
|
2023
Q3 | $764K | Buy |
50,060
+20,571
| +70% | +$314K | 0.14% | 146 |
|
|
2023
Q2 | $611K | Buy |
+29,489
| New | +$611K | 0.11% | 176 |
|