Steward Partners Investment Advisory’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
1,138
-21
| -2% | -$2.78K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $110K | Sell |
1,159
-66
| -5% | -$6.29K | ﹤0.01% | 1960 |
|
|
2024
Q4 | $142K | Buy |
1,225
+1
| +0.1% | +$116 | ﹤0.01% | 1796 |
|
|
2024
Q3 | $129K | Sell |
1,224
-673
| -35% | -$70.8K | ﹤0.01% | 1754 |
|
|
2024
Q2 | $206K | Sell |
1,897
-569
| -23% | -$61.9K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $251K | Buy |
2,466
+442
| +22% | +$45.1K | ﹤0.01% | 1330 |
|
|
2023
Q4 | $220K | Buy |
2,024
+29
| +1% | +$3.16K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $206K | Buy |
1,995
+91
| +5% | +$9.38K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $212K | Sell |
1,904
-4
| -0.2% | -$446 | ﹤0.01% | 1265 |
|
|
2023
Q1 | $187K | Sell |
1,908
-151
| -7% | -$14.8K | ﹤0.01% | 1324 |
|
|
2022
Q4 | $177K | Sell |
2,059
-160
| -7% | -$13.7K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $172K | Sell |
2,219
-38
| -2% | -$2.95K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $165K | Hold |
2,257
| – | – | ﹤0.01% | 1276 |
|
|
2022
Q1 | $194K | Buy |
2,257
+289
| +15% | +$24.8K | ﹤0.01% | 1306 |
|
|
2021
Q4 | $179K | Buy |
1,968
+94
| +5% | +$8.55K | ﹤0.01% | 1355 |
|
|
2021
Q3 | $164K | Buy |
1,874
+173
| +10% | +$15.1K | ﹤0.01% | 1346 |
|
|
2021
Q2 | $192K | Buy |
1,701
+1,143
| +205% | +$129K | ﹤0.01% | 1571 |
|
|
2021
Q1 | $60.9K | Hold |
558
| – | – | ﹤0.01% | 1881 |
|
|
2020
Q4 | $54K | Hold |
558
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q3 | $35K | Hold |
558
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q2 | $38K | Hold |
558
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q1 | $27K | Hold |
558
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q4 | $39K | Buy |
558
+500
| +862% | +$34.9K | ﹤0.01% | 1500 |
|
|
2019
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 2336 |
|
|
2019
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 2327 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$3K | – | 797 |
|
|
2018
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 2256 |
|
|
2018
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 2104 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 1898 |
|
|
2017
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 1612 |
|
|
2017
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 1335 |
|
|
2017
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 1211 |
|