UMB Bank’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
81,204
+4,399
| +6% | +$46.3K | 0.01% | 345 |
|
|
2025
Q1 | $954K | Sell |
76,805
-172
| -0.2% | -$2.14K | 0.02% | 330 |
|
|
2024
Q4 | $991K | Buy |
76,977
+75,509
| +5,144% | +$972K | 0.02% | 324 |
|
|
2024
Q3 | $29.4K | Sell |
1,468
-308
| -17% | -$6.18K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $31.2K | Buy |
1,776
+898
| +102% | +$15.8K | ﹤0.01% | 932 |
|
|
2024
Q1 | $15.7K | Hold |
878
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q4 | $16.9K | Buy |
878
+470
| +115% | +$9.05K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $6.2K | Sell |
408
-25
| -6% | -$380 | ﹤0.01% | 1381 |
|
|
2023
Q2 | $8.98K | Hold |
433
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q1 | $10.4K | Sell |
433
-143
| -25% | -$3.44K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $17K | Hold |
576
| – | – | ﹤0.01% | 1144 |
|
|
2022
Q3 | $13K | Sell |
576
-20
| -3% | -$451 | ﹤0.01% | 1223 |
|
|
2022
Q2 | $13K | Hold |
596
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q1 | $15K | Hold |
596
| – | – | ﹤0.01% | 1336 |
|
|
2021
Q4 | $14K | Buy |
+596
| New | +$14K | ﹤0.01% | 1354 |
|