Samalin Investment Counsel’s Algonquin Power & Utilities AQN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$607K	Sell	106,017 -25,328	-19%	-$145K	0.23%	129
2025 Q1	$675K	Buy	131,345 +32,076	+32%	+$165K	0.27%	108
2024 Q4	$442K	Sell	99,269 -4,339	-4%	-$19.3K	0.19%	176
2024 Q3	$565K	Buy	103,608 +52,123	+101%	+$284K	0.25%	128
2024 Q2	$302K	Buy	+51,485	New	+$302K	0.14%	215