Spire Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25K | Sell |
404
-83
| -17% | -$873 | ﹤0.01% | 1996 |
|
|
2025
Q1 | $6.05K | Sell |
487
-66
| -12% | -$820 | ﹤0.01% | 2004 |
|
|
2024
Q4 | $7.12K | Buy |
553
+45
| +9% | +$579 | ﹤0.01% | 1945 |
|
|
2024
Q3 | $10.2K | Buy |
508
+20
| +4% | +$401 | ﹤0.01% | 1624 |
|
|
2024
Q2 | $8.57K | Sell |
488
-54
| -10% | -$949 | ﹤0.01% | 1675 |
|
|
2024
Q1 | $9.72K | Buy |
542
+109
| +25% | +$1.96K | ﹤0.01% | 1719 |
|
|
2023
Q4 | $7.31K | Buy |
433
+62
| +17% | +$1.05K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $5.64K | Sell |
371
-1,511
| -80% | -$23K | ﹤0.01% | 1913 |
|
|
2023
Q2 | $39K | Buy |
1,882
+11
| +0.6% | +$228 | ﹤0.01% | 1304 |
|
|
2023
Q1 | $45.1K | Buy |
1,871
+1,496
| +399% | +$36K | ﹤0.01% | 1239 |
|
|
2022
Q4 | $11K | Buy |
375
+120
| +47% | +$3.52K | ﹤0.01% | 1561 |
|
|
2022
Q3 | $6K | Buy |
255
+30
| +13% | +$706 | ﹤0.01% | 1680 |
|
|
2022
Q2 | $5K | Sell |
225
-1,500
| -87% | -$33.3K | ﹤0.01% | 2107 |
|
|
2022
Q1 | $44K | Sell |
1,725
-240
| -12% | -$6.12K | ﹤0.01% | 1492 |
|
|
2021
Q4 | $48K | Buy |
1,965
+465
| +31% | +$11.4K | ﹤0.01% | 1749 |
|
|
2021
Q3 | $34K | Buy |
1,500
+400
| +36% | +$9.07K | ﹤0.01% | 1631 |
|
|
2021
Q2 | $29K | Sell |
1,100
-4,346
| -80% | -$115K | ﹤0.01% | 1712 |
|
|
2021
Q1 | $146K | Buy |
+5,446
| New | +$146K | ﹤0.01% | 1206 |
|