Toth Financial Advisory’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Hold |
7,500
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $93.2K | Buy |
7,500
+100
| +1% | +$1.24K | 0.01% | 244 |
|
|
2024
Q4 | $95.2K | Buy |
+7,400
| New | +$95.2K | 0.01% | 240 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$1K | – | 731 |
|
|
2022
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 622 |
|
|
2022
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 605 |
|