SVB Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
190,904
+111,169
| +139% | +$1.17M | 0.11% | 162 |
|
|
2025
Q1 | $990K | Buy |
+79,735
| New | +$990K | 0.04% | 161 |
|
|
2024
Q2 | – | Sell |
-13,753
| Closed | -$247K | – | 748 |
|
|
2024
Q1 | $247K | Sell |
13,753
-772
| -5% | -$13.8K | 0.01% | 694 |
|
|
2023
Q4 | $280K | Buy |
+14,525
| New | +$280K | 0.01% | 650 |
|
|
2023
Q3 | – | Sell |
-10,971
| Closed | -$227K | – | 865 |
|
|
2023
Q2 | $227K | Buy |
10,971
+874
| +9% | +$18.1K | ﹤0.01% | 781 |
|
|
2023
Q1 | $243K | Sell |
10,097
-7,681
| -43% | -$185K | ﹤0.01% | 813 |
|
|
2022
Q4 | $511K | Sell |
17,778
-74,468
| -81% | -$2.14M | 0.01% | 554 |
|
|
2022
Q3 | $2.09M | Buy |
+92,246
| New | +$2.09M | 0.03% | 253 |
|