Riverview Trust Company’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 |
-1,556
| Closed | -$20K | – | 595 |
|
|
2024
Q4 | $20K | Sell |
1,556
-295
| -16% | -$3.8K | 0.02% | 466 |
|
|
2024
Q3 | $37.1K | Hold |
1,851
| – | – | 0.03% | 288 |
|
|
2024
Q2 | $32.5K | Hold |
1,851
| – | – | 0.03% | 293 |
|
|
2024
Q1 | $33.2K | Buy |
+1,851
| New | +$33.2K | 0.03% | 312 |
|
|
2023
Q3 | – | Sell |
-971
| Closed | -$20.1K | – | 675 |
|
|
2023
Q2 | $20.1K | Hold |
971
| – | – | 0.02% | 361 |
|
|
2023
Q1 | $23.4K | Hold |
971
| – | – | 0.02% | 312 |
|
|
2022
Q4 | $28K | Hold |
971
| – | – | 0.03% | 287 |
|
|
2022
Q3 | $22K | Hold |
971
| – | – | 0.02% | 339 |
|
|
2022
Q2 | $20K | Hold |
971
| – | – | 0.02% | 388 |
|
|
2022
Q1 | $25K | Buy |
+971
| New | +$25K | 0.02% | 382 |
|