Seneca Financial Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
|
|||||
|
2025
Q1 | $129K | Buy |
|
|||||
|
2024
Q4 | $134K | Hold |
|
|||||
|
2024
Q3 | $209K | Hold |
|
|||||
|
2024
Q2 | $183K | Hold |
|
|||||
|
2024
Q1 | $186K | Hold |
|
|||||
|
2023
Q4 | $200K | Hold |
|
|||||
|
2023
Q3 | $158K | Hold |
|
|||||
|
2023
Q2 | $216K | Hold |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $299K | Hold |
|
|||||
|
2022
Q3 | $235K | Hold |
|
|||||
|
2022
Q2 | $219K | Hold |
|
|||||
|
2022
Q1 | $268K | Hold |
|
|||||
|
2021
Q4 | $253K | Hold |
|
|||||
|
2021
Q3 | $237K | Hold |
|
|||||
|
2021
Q2 | $271K | Hold |
|
|||||
|
2021
Q1 | $279K | Hold |
|
|||||
|
2020
Q4 | $244K | Buy |
|