UMB Bank’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 | $1.3M | Buy |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $991K | Buy |
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|
2024
Q3 | $29.4K | Sell |
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|
2024
Q2 | $31.2K | Buy |
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|
2024
Q1 | $15.7K | Hold |
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|
2023
Q4 | $16.9K | Buy |
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|
2023
Q3 | $6.2K | Sell |
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|
2023
Q2 | $8.98K | Hold |
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|
2023
Q1 | $10.4K | Sell |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $14K | Buy |
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