Principal Securities’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.4K | Buy |
1,656
+24
| +1% | +$252 | ﹤0.01% | 2391 |
|
2025
Q1 | $21K | Hold |
1,632
| – | – | ﹤0.01% | 2170 |
|
2024
Q4 | $21K | Sell |
1,632
-466
| -22% | -$6K | ﹤0.01% | 2166 |
|
2024
Q3 | $42.1K | Sell |
2,098
-416
| -17% | -$8.35K | ﹤0.01% | 1770 |
|
2024
Q2 | $44.2K | Buy |
2,514
+461
| +22% | +$8.1K | ﹤0.01% | 1676 |
|
2024
Q1 | $36.8K | Sell |
2,053
-933
| -31% | -$16.7K | ﹤0.01% | 1708 |
|
2023
Q4 | $57.5K | Buy |
+2,986
| New | +$57.5K | ﹤0.01% | 1419 |
|