Spire Wealth Management’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 | $93.1K | Sell |
16,250
-950
| -6% | -$5.44K | ﹤0.01% | 995 |
|
|
2025
Q1 | $88.4K | Buy |
17,200
+200
| +1% | +$1.03K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $75.7K | Buy |
17,000
+10,190
| +150% | +$45.3K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $37.1K | Buy |
6,810
+6,171
| +966% | +$33.6K | ﹤0.01% | 1230 |
|
|
2024
Q2 | $3.75K | Sell |
639
-4,911
| -88% | -$28.8K | ﹤0.01% | 1895 |
|
|
2024
Q1 | $35.1K | Hold |
5,550
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q4 | $33.1K | Hold |
5,550
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q3 | $32.9K | Sell |
5,550
-703
| -11% | -$4.16K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $51.7K | Sell |
6,253
-170
| -3% | -$1.4K | ﹤0.01% | 1185 |
|
|
2023
Q1 | $54K | Buy |
6,423
+4,911
| +325% | +$41.3K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $10K | Sell |
1,512
-930
| -38% | -$6.15K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $27K | Sell |
2,442
-4,911
| -67% | -$54.3K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $99K | Buy |
7,353
+2,650
| +56% | +$35.7K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $73K | Hold |
4,703
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q4 | $68K | Sell |
4,703
-882
| -16% | -$12.8K | ﹤0.01% | 1577 |
|
|
2021
Q3 | $82K | Hold |
5,585
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q2 | $83K | Sell |
5,585
-672
| -11% | -$9.99K | ﹤0.01% | 1258 |
|
|
2021
Q1 | $65K | Buy |
+6,257
| New | +$65K | ﹤0.01% | 1586 |
|