Stifel Financial’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 | $982K | Sell |
7,408
-587
| -7% | -$77.8K | ﹤0.01% | 2344 |
|
|
2025
Q1 | $762K | Sell |
7,995
-3,041
| -28% | -$290K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $1.28M | Buy |
11,036
+284
| +3% | +$32.8K | ﹤0.01% | 2092 |
|
|
2024
Q3 | $1.13M | Buy |
10,752
+102
| +1% | +$10.7K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $1.16M | Buy |
10,650
+1,994
| +23% | +$217K | ﹤0.01% | 2075 |
|
|
2024
Q1 | $883K | Sell |
8,656
-2,382
| -22% | -$243K | ﹤0.01% | 2263 |
|
|
2023
Q4 | $1.2M | Buy |
11,038
+621
| +6% | +$67.6K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $1.07M | Sell |
10,417
-2,386
| -19% | -$246K | ﹤0.01% | 2003 |
|
|
2023
Q2 | $1.43M | Sell |
12,803
-47
| -0.4% | -$5.24K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $1.26M | Buy |
12,850
+2,764
| +27% | +$271K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $865K | Buy |
10,086
+1,094
| +12% | +$93.8K | ﹤0.01% | 2107 |
|
|
2022
Q3 | $696K | Buy |
8,992
+525
| +6% | +$40.6K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $618K | Sell |
8,467
-2,375
| -22% | -$173K | ﹤0.01% | 2340 |
|
|
2022
Q1 | $934K | Buy |
10,842
+2,418
| +29% | +$208K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $768K | Sell |
8,424
-437
| -5% | -$39.8K | ﹤0.01% | 2311 |
|
|
2021
Q3 | $777K | Sell |
8,861
-6,174
| -41% | -$541K | ﹤0.01% | 2283 |
|
|
2021
Q2 | $1.69M | Sell |
15,035
-190
| -1% | -$21.4K | ﹤0.01% | 1732 |
|
|
2021
Q1 | $1.66M | Buy |
15,225
+794
| +6% | +$86.7K | ﹤0.01% | 1636 |
|
|
2020
Q4 | $1.4M | Buy |
14,431
+3,079
| +27% | +$298K | ﹤0.01% | 1611 |
|
|
2020
Q3 | $715K | Sell |
11,352
-3,246
| -22% | -$204K | ﹤0.01% | 1862 |
|
|
2020
Q2 | $990K | Sell |
14,598
-3,021
| -17% | -$205K | ﹤0.01% | 1568 |
|
|
2020
Q1 | $832K | Buy |
17,619
+3,264
| +23% | +$154K | ﹤0.01% | 1548 |
|
|
2019
Q4 | $1.02M | Buy |
14,355
+1,912
| +15% | +$135K | ﹤0.01% | 1820 |
|
|
2019
Q3 | $711K | Buy |
12,443
+312
| +3% | +$17.8K | ﹤0.01% | 1967 |
|
|
2019
Q2 | $681K | Buy |
12,131
+2,237
| +23% | +$126K | ﹤0.01% | 2032 |
|
|
2019
Q1 | $488K | Sell |
9,894
-11,628
| -54% | -$574K | ﹤0.01% | 2079 |
|
|
2018
Q4 | $919K | Buy |
21,522
+2,298
| +12% | +$98.1K | ﹤0.01% | 1581 |
|
|
2018
Q3 | $990K | Sell |
19,224
-2,719
| -12% | -$140K | ﹤0.01% | 1671 |
|
|
2018
Q2 | $1.28M | Sell |
21,943
-153,770
| -88% | -$8.96M | ﹤0.01% | 1468 |
|
|
2018
Q1 | $11.3M | Buy |
175,713
+46,024
| +35% | +$2.95M | 0.04% | 494 |
|
|
2017
Q4 | $8.78M | Sell |
129,689
-3,481
| -3% | -$236K | 0.03% | 574 |
|
|
2017
Q3 | $10.8M | Buy |
133,170
+105,512
| +381% | +$8.54M | 0.04% | 477 |
|
|
2017
Q2 | $1.79M | Sell |
27,658
-4,145
| -13% | -$269K | 0.01% | 1149 |
|
|
2017
Q1 | $2.19M | Buy |
31,803
+3,624
| +13% | +$249K | 0.01% | 1048 |
|
|
2016
Q4 | $1.55M | Buy |
28,179
+18,630
| +195% | +$1.03M | 0.01% | 1145 |
|
|
2016
Q3 | $449K | Sell |
9,549
-772
| -7% | -$36.3K | ﹤0.01% | 1776 |
|
|
2016
Q2 | $393K | Buy |
+10,321
| New | +$393K | ﹤0.01% | 1893 |
|