Summit Securities Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
23,379
+479
| +2% | +$5.04K | 0.05% | 144 |
|
|
2025
Q1 | $284K | Buy |
+22,900
| New | +$284K | 0.04% | 71 |
|
|
2023
Q3 | – | Sell |
-874
| Closed | -$18K | – | 378 |
|
|
2023
Q2 | $18K | Sell |
874
-436
| -33% | -$8.98K | ﹤0.01% | 530 |
|
|
2023
Q1 | $32K | Sell |
1,310
-9,796
| -88% | -$239K | ﹤0.01% | 396 |
|
|
2022
Q4 | $319K | Buy |
11,106
+9,456
| +573% | +$272K | 0.01% | 193 |
|
|
2022
Q3 | $37K | Buy |
1,650
+253
| +18% | +$5.67K | ﹤0.01% | 458 |
|
|
2022
Q2 | $29K | Buy |
1,397
+1,124
| +412% | +$23.3K | ﹤0.01% | 495 |
|
|
2022
Q1 | $7K | Buy |
+273
| New | +$7K | ﹤0.01% | 653 |
|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$24K | – | 295 |
|
|
2015
Q2 | $24K | Buy |
+1,800
| New | +$24K | 0.01% | 289 |
|