Sowell Financial Services’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,413
| Closed | -$58.7K | – | 1042 |
|
|
2025
Q1 | $58.7K | Buy |
+11,413
| New | +$58.7K | ﹤0.01% | 986 |
|
|
2021
Q2 | – | Sell |
-217
| Closed | -$3K | – | 645 |
|
|
2021
Q1 | $3K | Buy |
217
+67
| +45% | +$926 | ﹤0.01% | 2710 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2038 |
|
|
2019
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 2152 |
|