Signature Estate & Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
12,505
-585
| -4% | -$6.15K | ﹤0.01% | 566 |
|
|
2025
Q1 | $163K | Sell |
13,090
-992
| -7% | -$12.3K | ﹤0.01% | 537 |
|
|
2024
Q4 | $181K | Buy |
14,082
+1,436
| +11% | +$18.5K | ﹤0.01% | 523 |
|
|
2024
Q3 | $254K | Buy |
12,646
+83
| +0.7% | +$1.67K | 0.01% | 439 |
|
|
2024
Q2 | $221K | Buy |
+12,563
| New | +$221K | 0.01% | 468 |
|
|
2019
Q3 | – | Sell |
-72,193
| Closed | -$1.21M | – | 152 |
|
|
2019
Q2 | $1.21M | Buy |
72,193
+4,680
| +7% | +$78.4K | 0.08% | 96 |
|
|
2019
Q1 | $1.22M | Buy |
+67,513
| New | +$1.22M | 0.08% | 89 |
|