Steward Partners Investment Advisory’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
29,043
-18,000
| -38% | -$189K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $584K | Buy |
47,043
+14,445
| +44% | +$179K | 0.01% | 1154 |
|
|
2024
Q4 | $420K | Sell |
32,598
-178,499
| -85% | -$2.3M | ﹤0.01% | 1244 |
|
|
2024
Q3 | $4.23M | Buy |
211,097
+162,484
| +334% | +$3.26M | 0.04% | 407 |
|
|
2024
Q2 | $854K | Sell |
48,613
-383
| -0.8% | -$6.73K | 0.01% | 864 |
|
|
2024
Q1 | $878K | Sell |
48,996
-379
| -0.8% | -$6.8K | 0.01% | 843 |
|
|
2023
Q4 | $950K | Sell |
49,375
-2,560
| -5% | -$49.3K | 0.01% | 751 |
|
|
2023
Q3 | $789K | Sell |
51,935
-1,502
| -3% | -$22.8K | 0.01% | 762 |
|
|
2023
Q2 | $1.11M | Sell |
53,437
-390
| -0.7% | -$8.09K | 0.02% | 659 |
|
|
2023
Q1 | $1.3M | Buy |
53,827
+866
| +2% | +$20.9K | 0.02% | 604 |
|
|
2022
Q4 | $1.52M | Sell |
52,961
-1,158
| -2% | -$33.3K | 0.03% | 533 |
|
|
2022
Q3 | $1.22M | Sell |
54,119
-523
| -1% | -$11.8K | 0.02% | 563 |
|
|
2022
Q2 | $1.15M | Sell |
54,642
-380
| -0.7% | -$7.98K | 0.02% | 593 |
|
|
2022
Q1 | $1.42M | Buy |
55,022
+1,158
| +2% | +$29.8K | 0.02% | 586 |
|
|
2021
Q4 | $1.31M | Buy |
53,864
+2,356
| +5% | +$57.3K | 0.02% | 611 |
|
|
2021
Q3 | $1.18M | Buy |
51,508
+636
| +1% | +$14.5K | 0.02% | 610 |
|
|
2021
Q2 | $1.33M | Buy |
50,872
+414
| +0.8% | +$10.8K | 0.02% | 575 |
|
|
2021
Q1 | $1.35M | Buy |
50,458
+1,090
| +2% | +$29.2K | 0.02% | 543 |
|
|
2020
Q4 | $1.16M | Buy |
49,368
+3,541
| +8% | +$83.2K | 0.03% | 518 |
|
|
2020
Q3 | $830K | Buy |
45,827
+723
| +2% | +$13.1K | 0.02% | 535 |
|
|
2020
Q2 | $654K | Buy |
45,104
+2,498
| +6% | +$36.2K | 0.02% | 557 |
|
|
2020
Q1 | $579K | Sell |
42,606
-12,348
| -22% | -$168K | 0.02% | 531 |
|
|
2019
Q4 | $1.09M | Buy |
54,954
+19,334
| +54% | +$385K | 0.03% | 436 |
|
|
2019
Q3 | $582K | Sell |
35,620
-653
| -2% | -$10.7K | 0.02% | 544 |
|
|
2019
Q2 | $607K | Sell |
36,273
-467
| -1% | -$7.82K | 0.02% | 510 |
|
|
2019
Q1 | $664K | Sell |
36,740
-265
| -0.7% | -$4.79K | 0.03% | 443 |
|
|
2018
Q4 | $535K | Sell |
37,005
-202
| -0.5% | -$2.92K | 0.03% | 469 |
|
|
2018
Q3 | $521K | Buy |
37,207
+13,683
| +58% | +$192K | 0.02% | 491 |
|
|
2018
Q2 | $315K | Buy |
23,524
+5,332
| +29% | +$71.4K | 0.02% | 554 |
|
|
2018
Q1 | $206K | Buy |
18,192
+14,522
| +396% | +$164K | 0.01% | 613 |
|
|
2017
Q4 | $39K | Sell |
3,670
-415
| -10% | -$4.41K | ﹤0.01% | 906 |
|
|
2017
Q3 | $45K | Sell |
4,085
-1,552
| -28% | -$17.1K | ﹤0.01% | 716 |
|
|
2017
Q2 | $62K | Sell |
5,637
-37,677
| -87% | -$414K | 0.01% | 576 |
|
|
2017
Q1 | $484K | Buy |
43,314
+17,369
| +67% | +$194K | 0.07% | 200 |
|
|
2016
Q4 | $301K | Buy |
+25,945
| New | +$301K | 0.14% | 139 |
|