SeaCrest Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
24,258
+3,016
| +14% | +$31.7K | 0.03% | 501 |
|
|
2025
Q1 | $264K | Buy |
21,242
+1,818
| +9% | +$22.6K | 0.03% | 532 |
|
|
2024
Q4 | $250K | Sell |
19,424
-6,877
| -26% | -$88.5K | 0.03% | 548 |
|
|
2024
Q3 | $528K | Buy |
26,301
+826
| +3% | +$16.6K | 0.06% | 325 |
|
|
2024
Q2 | $448K | Buy |
25,475
+548
| +2% | +$9.63K | 0.05% | 345 |
|
|
2024
Q1 | $447K | Buy |
24,927
+2,777
| +13% | +$49.8K | 0.05% | 343 |
|
|
2023
Q4 | $416K | Sell |
22,150
-1,397
| -6% | -$26.3K | 0.05% | 357 |
|
|
2023
Q3 | $358K | Buy |
23,547
+1,490
| +7% | +$22.6K | 0.05% | 405 |
|
|
2023
Q2 | $457K | Sell |
22,057
-511
| -2% | -$10.6K | 0.06% | 343 |
|
|
2023
Q1 | $543K | Buy |
22,568
+13
| +0.1% | +$313 | 0.07% | 295 |
|
|
2022
Q4 | $649K | Buy |
22,555
+11
| +0% | +$316 | 0.09% | 254 |
|
|
2022
Q3 | $509K | Sell |
22,544
-957
| -4% | -$21.6K | 0.08% | 295 |
|
|
2022
Q2 | $494K | Sell |
23,501
-1,435
| -6% | -$30.2K | 0.06% | 320 |
|
|
2022
Q1 | $642K | Buy |
24,936
+2,703
| +12% | +$69.6K | 0.07% | 287 |
|
|
2021
Q4 | $540K | Sell |
22,233
-780
| -3% | -$18.9K | 0.06% | 334 |
|
|
2021
Q3 | $525K | Buy |
23,013
+3,061
| +15% | +$69.8K | 0.06% | 325 |
|
|
2021
Q2 | $520K | Sell |
19,952
-1,230
| -6% | -$32.1K | 0.06% | 328 |
|
|
2021
Q1 | $568K | Buy |
21,182
+447
| +2% | +$12K | 0.08% | 286 |
|
|
2020
Q4 | $487K | Sell |
20,735
-1,399
| -6% | -$32.9K | 0.07% | 295 |
|
|
2020
Q3 | $401K | Buy |
22,134
+1,911
| +9% | +$34.6K | 0.06% | 304 |
|
|
2020
Q2 | $293K | Buy |
20,223
+1,915
| +10% | +$27.7K | 0.05% | 391 |
|
|
2020
Q1 | $249K | Buy |
18,308
+1,269
| +7% | +$17.3K | 0.05% | 378 |
|
|
2019
Q4 | $339K | Buy |
+17,039
| New | +$339K | 0.06% | 366 |
|
|
2019
Q2 | – | Sell |
-2,674
| Closed | -$48K | – | 540 |
|
|
2019
Q1 | $48K | Sell |
2,674
-935
| -26% | -$16.8K | 0.01% | 954 |
|
|
2018
Q4 | $52K | Sell |
3,609
-321
| -8% | -$4.63K | 0.01% | 878 |
|
|
2018
Q3 | $55K | Buy |
3,930
+142
| +4% | +$1.99K | 0.01% | 954 |
|
|
2018
Q2 | $51K | Buy |
3,788
+861
| +29% | +$11.6K | 0.01% | 975 |
|
|
2018
Q1 | $33K | Buy |
2,927
+1,635
| +127% | +$18.4K | 0.01% | 1124 |
|
|
2017
Q4 | $14K | Buy |
+1,292
| New | +$14K | ﹤0.01% | 1466 |
|