Sequoia Financial Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,298
| Closed | -$128K | – | 1555 |
|
|
2025
Q1 | $128K | Sell |
10,298
-910
| -8% | -$11.3K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $144K | Sell |
11,208
-1,342
| -11% | -$17.3K | ﹤0.01% | 1249 |
|
|
2024
Q3 | $252K | Sell |
12,550
-71
| -0.6% | -$1.42K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $222K | Buy |
12,621
+1,051
| +9% | +$18.5K | ﹤0.01% | 1043 |
|
|
2024
Q1 | $207K | Sell |
11,570
-5,149
| -31% | -$92.3K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $322K | Buy |
+16,719
| New | +$322K | ﹤0.01% | 895 |
|