Sowell Financial Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,250
| Closed | -$309K | – | 522 |
|
|
2024
Q1 | $309K | Buy |
17,250
+901
| +6% | +$16.1K | 0.01% | 510 |
|
|
2023
Q4 | $315K | Sell |
16,349
-4,627
| -22% | -$89.1K | 0.02% | 491 |
|
|
2023
Q3 | $319K | Buy |
20,976
+2,666
| +15% | +$40.5K | 0.02% | 453 |
|
|
2023
Q2 | $379K | Buy |
18,310
+4,861
| +36% | +$101K | 0.02% | 489 |
|
|
2023
Q1 | $324K | Sell |
13,449
-5,828
| -30% | -$140K | 0.03% | 534 |
|
|
2022
Q4 | $554K | Buy |
19,277
+184
| +1% | +$5.29K | 0.04% | 413 |
|
|
2022
Q3 | $431K | Sell |
19,093
-174
| -0.9% | -$3.93K | 0.04% | 334 |
|
|
2022
Q2 | $405K | Buy |
+19,267
| New | +$405K | 0.04% | 237 |
|
|
2022
Q1 | – | Sell |
-26,657
| Closed | -$648K | – | 178 |
|
|
2021
Q4 | $648K | Buy |
26,657
+13,323
| +100% | +$324K | 0.04% | 398 |
|
|
2021
Q3 | $304K | Sell |
13,334
-511
| -4% | -$11.7K | 0.02% | 446 |
|
|
2021
Q2 | $361K | Sell |
13,845
-2,283
| -14% | -$59.5K | 0.02% | 454 |
|
|
2021
Q1 | $410K | Buy |
16,128
+1,148
| +8% | +$29.2K | 0.01% | 723 |
|
|
2020
Q4 | $352K | Buy |
14,980
+12,916
| +626% | +$304K | 0.02% | 634 |
|
|
2020
Q3 | $37K | Sell |
2,064
-391
| -16% | -$7.01K | ﹤0.01% | 1312 |
|
|
2020
Q2 | $36K | Sell |
2,455
-16,377
| -87% | -$240K | ﹤0.01% | 1272 |
|
|
2020
Q1 | $256K | Buy |
18,832
+10,515
| +126% | +$143K | 0.02% | 591 |
|
|
2019
Q4 | $166K | Sell |
8,317
-26
| -0.3% | -$519 | 0.01% | 772 |
|
|
2019
Q3 | $136K | Buy |
+8,343
| New | +$136K | 0.01% | 747 |
|