SVB Wealth’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.55K | Sell |
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|
2024
Q4 | $49.1K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $74.6K | Sell |
|
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|
2024
Q1 | $81.9K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $71.7K | Sell |
|
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $148K | Buy |
|
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|
2022
Q4 | $67.9K | Sell |
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|
2022
Q3 | $199K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $703K | Buy |
|