Sit Investment Associates’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Hold |
7,025
| – | – | ﹤0.01% | 490 |
|
|
2025
Q1 | $87K | Sell |
7,025
-3,900
| -36% | -$48.3K | ﹤0.01% | 487 |
|
|
2024
Q4 | $141K | Hold |
10,925
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $219K | Sell |
10,925
-2,360
| -18% | -$47.3K | ﹤0.01% | 465 |
|
|
2024
Q2 | $233K | Buy |
13,285
+6,260
| +89% | +$110K | 0.01% | 452 |
|
|
2024
Q1 | $126K | Hold |
7,025
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $135K | Hold |
7,025
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $107K | Sell |
7,025
-9,450
| -57% | -$144K | ﹤0.01% | 489 |
|
|
2023
Q2 | $342K | Sell |
16,475
-167,825
| -91% | -$3.48M | 0.01% | 446 |
|
|
2023
Q1 | $4.44M | Buy |
184,300
+27,840
| +18% | +$670K | 0.12% | 199 |
|
|
2022
Q4 | $4.5M | Buy |
156,460
+1,985
| +1% | +$57.1K | 0.13% | 194 |
|
|
2022
Q3 | $3.49M | Buy |
154,475
+44,575
| +41% | +$1.01M | 0.1% | 205 |
|
|
2022
Q2 | $2.31M | Sell |
109,900
-120,150
| -52% | -$2.52M | 0.07% | 264 |
|
|
2022
Q1 | $5.92M | Sell |
230,050
-122,524
| -35% | -$3.15M | 0.16% | 172 |
|
|
2021
Q4 | $8.57M | Buy |
352,574
+76,474
| +28% | +$1.86M | 0.2% | 152 |
|
|
2021
Q3 | $6.3M | Buy |
276,100
+266,375
| +2,739% | +$6.08M | 0.16% | 176 |
|
|
2021
Q2 | $254K | Hold |
9,725
| – | – | 0.01% | 453 |
|
|
2021
Q1 | $261K | Sell |
9,725
-950
| -9% | -$25.5K | 0.01% | 443 |
|
|
2020
Q4 | $251K | Buy |
+10,675
| New | +$251K | 0.01% | 439 |
|