Thoroughbred Financial Services’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20,771
| Closed | -$257K | – | 551 |
|
2025
Q1 | $257K | Hold |
20,771
| – | – | 0.02% | 595 |
|
2024
Q4 | $267K | Sell |
20,771
-1,206
| -5% | -$15.5K | 0.02% | 571 |
|
2024
Q3 | $440K | Hold |
21,977
| – | – | 0.03% | 429 |
|
2024
Q2 | $386K | Buy |
+21,977
| New | +$386K | 0.03% | 437 |
|
2024
Q1 | – | Sell |
-21,977
| Closed | -$423K | – | 462 |
|
2023
Q4 | $423K | Hold |
21,977
| – | – | 0.03% | 396 |
|
2023
Q3 | $334K | Buy |
+21,977
| New | +$334K | 0.03% | 406 |
|