Spirit of America Management Corp’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$363K	Hold	34,500	–	–	0.08%	213
2025 Q1	$428K	Sell	34,500 -4,000	-10%	-$49.7K	0.09%	186
2024 Q4	$495K	Buy	38,500 +9,500	+33%	+$122K	0.1%	177
2024 Q3	$582K	Buy	29,000 +2,000	+7%	+$40.1K	0.12%	162
2024 Q2	$474K	Hold	27,000	–	–	0.1%	172
2024 Q1	$484K	Buy	27,000 +500	+2%	+$8.97K	0.1%	163
2023 Q4	$510K	Hold	26,500	–	–	0.11%	152
2023 Q3	$403K	Buy	26,500 +500	+2%	+$7.6K	0.09%	156
2023 Q2	$539K	Buy	26,000 +12,500	+93%	+$259K	0.12%	133
2023 Q1	$325K	Buy	13,500 +6,500	+93%	+$157K	0.07%	162
2022 Q4	$201K	Buy	7,000 +3,000	+75%	+$86.3K	0.05%	183
2022 Q3	$90K	Hold	4,000	–	–	0.02%	224
2022 Q2	$84K	Hold	4,000	–	–	0.02%	223
2022 Q1	$103K	Hold	4,000	–	–	0.02%	222
2021 Q4	$97K	Hold	4,000	–	–	0.02%	220
2021 Q3	$91K	Hold	4,000	–	–	0.02%	225
2021 Q2	$104K	Hold	4,000	–	–	0.02%	219
2021 Q1	$107K	Hold	4,000	–	–	0.03%	207
2020 Q4	$94K	Hold	4,000	–	–	0.02%	206
2020 Q3	$72K	Hold	4,000	–	–	0.02%	208
2020 Q2	$58K	Hold	4,000	–	–	0.01%	207
2020 Q1	$54K	Sell	4,000 -4,000	-50%	-$54K	0.02%	211
2019 Q4	$159K	Hold	8,000	–	–	0.03%	203
2019 Q3	$131K	Hold	8,000	–	–	0.02%	220
2019 Q2	$134K	Hold	8,000	–	–	0.02%	222
2019 Q1	$145K	Hold	8,000	–	–	0.02%	218
2018 Q4	$116K	Hold	8,000	–	–	0.02%	226
2018 Q3	$112K	Hold	8,000	–	–	0.01%	236
2018 Q2	$107K	Hold	8,000	–	–	0.01%	249
2018 Q1	$91K	Hold	8,000	–	–	0.01%	254
2017 Q4	$87K	Hold	8,000	–	–	0.01%	255
2017 Q3	$88K	Hold	8,000	–	–	0.01%	336
2017 Q2	$89K	Buy	+8,000	New	+$89K	0.01%	330