Prospera Financial Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
+34,890
| New | +$367K | 0.01% | 1025 |
|
|
2024
Q1 | – | Sell |
-39,672
| Closed | -$764K | – | 1092 |
|
|
2023
Q4 | $764K | Sell |
39,672
-228,745
| -85% | -$4.4M | 0.03% | 538 |
|
|
2023
Q3 | $4.08M | Sell |
268,417
-20,716
| -7% | -$315K | 0.16% | 145 |
|
|
2023
Q2 | $5.99M | Buy |
289,133
+9,262
| +3% | +$192K | 0.23% | 104 |
|
|
2023
Q1 | $6.74M | Sell |
279,871
-13,925
| -5% | -$335K | 0.28% | 90 |
|
|
2022
Q4 | $8.45M | Buy |
293,796
+88
| +0% | +$2.53K | 0.42% | 50 |
|
|
2022
Q3 | $6.64M | Buy |
293,708
+11,664
| +4% | +$264K | 0.35% | 58 |
|
|
2022
Q2 | $5.93M | Buy |
282,044
+6,754
| +2% | +$142K | 0.3% | 71 |
|
|
2022
Q1 | $7.08M | Buy |
275,290
+3,449
| +1% | +$88.7K | 0.3% | 63 |
|
|
2021
Q4 | $6.61M | Buy |
+271,841
| New | +$6.61M | 0.29% | 75 |
|
|
2020
Q4 | – | Sell |
-691
| Closed | -$13K | – | 686 |
|
|
2020
Q3 | $13K | Buy |
+691
| New | +$13K | 0.01% | 1022 |
|
|
2019
Q4 | – | Sell |
-29,113
| Closed | -$476K | – | 596 |
|
|
2019
Q3 | $476K | Buy |
+29,113
| New | +$476K | 0.05% | 319 |
|