Rothschild Investment LLC’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
1,111
-2,484
| -69% | -$26.1K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $44.7K | Buy |
3,595
+2,523
| +235% | +$31.3K | ﹤0.01% | 798 |
|
|
2024
Q4 | $13.8K | Buy |
1,072
+7
| +0.7% | +$90 | ﹤0.01% | 1093 |
|
|
2024
Q3 | $21.4K | Sell |
1,065
-506
| -32% | -$10.2K | ﹤0.01% | 988 |
|
|
2024
Q2 | $27.6K | Sell |
1,571
-21,304
| -93% | -$374K | ﹤0.01% | 899 |
|
|
2024
Q1 | $410K | Sell |
22,875
-375
| -2% | -$6.72K | 0.03% | 355 |
|
|
2023
Q4 | $448K | Buy |
23,250
+1,025
| +5% | +$19.7K | 0.04% | 295 |
|
|
2023
Q3 | $338K | Buy |
+22,225
| New | +$338K | 0.03% | 364 |
|
|
2020
Q3 | – | Sell |
-26,300
| Closed | -$381K | – | 434 |
|
|
2020
Q2 | $381K | Buy |
+26,300
| New | +$381K | 0.05% | 280 |
|