SFA
Seneca Financial Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
10,420
+5
| +0% | +$53 | 0.04% | 60 |
|
|
2025
Q1 | $129K | Buy |
10,415
+15
| +0.1% | +$186 | 0.06% | 54 |
|
|
2024
Q4 | $134K | Hold |
10,400
| – | – | 0.07% | 55 |
|
|
2024
Q3 | $209K | Hold |
10,400
| – | – | 0.1% | 52 |
|
|
2024
Q2 | $183K | Hold |
10,400
| – | – | 0.09% | 58 |
|
|
2024
Q1 | $186K | Hold |
10,400
| – | – | 0.1% | 56 |
|
|
2023
Q4 | $200K | Hold |
10,400
| – | – | 0.12% | 56 |
|
|
2023
Q3 | $158K | Hold |
10,400
| – | – | 0.11% | 49 |
|
|
2023
Q2 | $216K | Hold |
10,400
| – | – | 0.14% | 50 |
|
|
2023
Q1 | $250K | Hold |
10,400
| – | – | 0.16% | 49 |
|
|
2022
Q4 | $299K | Hold |
10,400
| – | – | 0.19% | 38 |
|
|
2022
Q3 | $235K | Hold |
10,400
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $219K | Hold |
10,400
| – | – | 0.15% | 39 |
|
|
2022
Q1 | $268K | Hold |
10,400
| – | – | 0.16% | 36 |
|
|
2021
Q4 | $253K | Hold |
10,400
| – | – | 0.15% | 43 |
|
|
2021
Q3 | $237K | Hold |
10,400
| – | – | 0.16% | 38 |
|
|
2021
Q2 | $271K | Hold |
10,400
| – | – | 0.18% | 37 |
|
|
2021
Q1 | $279K | Hold |
10,400
| – | – | 0.2% | 35 |
|
|
2020
Q4 | $244K | Buy |
+10,400
| New | +$244K | 0.19% | 35 |
|