Summit Securities Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $789K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $18K | Sell |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $24K | Buy |
|