United Capital Financial Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
118,246
-3,316
| -3% | -$34.9K | 0.01% | 528 |
|
|
2025
Q1 | $1.51M | Buy |
121,562
+42,865
| +54% | +$532K | 0.01% | 476 |
|
|
2024
Q4 | $1.01M | Sell |
78,697
-20,142
| -20% | -$259K | 0.01% | 539 |
|
|
2024
Q3 | $1.98M | Buy |
98,839
+53,934
| +120% | +$1.08M | 0.02% | 421 |
|
|
2024
Q2 | $789K | Buy |
44,905
+2,254
| +5% | +$39.6K | 0.01% | 582 |
|
|
2024
Q1 | $765K | Sell |
42,651
-19,038
| -31% | -$341K | 0.01% | 622 |
|
|
2023
Q4 | $1.19M | Sell |
61,689
-241,441
| -80% | -$4.65M | 0.01% | 515 |
|
|
2023
Q3 | $4.61M | Sell |
303,130
-2,691
| -0.9% | -$40.9K | 0.03% | 310 |
|
|
2023
Q2 | $6.34M | Buy |
305,821
+32,802
| +12% | +$680K | 0.03% | 284 |
|
|
2023
Q1 | $6.57M | Buy |
273,019
+7,257
| +3% | +$175K | 0.04% | 291 |
|
|
2022
Q4 | $7.64M | Sell |
265,762
-26,661
| -9% | -$767K | 0.04% | 284 |
|
|
2022
Q3 | $6.61M | Sell |
292,423
-30,659
| -9% | -$693K | 0.04% | 290 |
|
|
2022
Q2 | $6.79M | Buy |
323,082
+102,316
| +46% | +$2.15M | 0.04% | 302 |
|
|
2022
Q1 | $5.68M | Buy |
+220,766
| New | +$5.68M | 0.03% | 348 |
|
|
2018
Q3 | – | Sell |
-13,408
| Closed | -$180K | – | 1328 |
|
|
2018
Q2 | $180K | Sell |
13,408
-370,703
| -97% | -$4.98M | ﹤0.01% | 1237 |
|
|
2018
Q1 | $4.37M | Buy |
384,111
+64,018
| +20% | +$728K | 0.03% | 430 |
|
|
2017
Q4 | $3.44M | Buy |
+320,093
| New | +$3.44M | 0.03% | 476 |
|
|
2015
Q2 | – | Sell |
-20,436
| Closed | -$271K | – | 1250 |
|
|
2015
Q1 | $271K | Buy |
+20,436
| New | +$271K | ﹤0.01% | 1098 |
|
|
2014
Q4 | – | Sell |
-11,977
| Closed | -$170K | – | 1148 |
|
|
2014
Q3 | $170K | Sell |
11,977
-1,304
| -10% | -$18.5K | ﹤0.01% | 1056 |
|
|
2014
Q2 | $207K | Buy |
13,281
+68
| +0.5% | +$1.06K | ﹤0.01% | 772 |
|
|
2014
Q1 | $189K | Buy |
13,213
+946
| +8% | +$13.5K | ﹤0.01% | 880 |
|
|
2013
Q4 | $178K | Sell |
12,267
-546
| -4% | -$7.92K | 0.01% | 612 |
|
|
2013
Q3 | $170K | Sell |
12,813
-7,170
| -36% | -$95.1K | 0.01% | 649 |
|
|
2013
Q2 | $240K | Buy |
+19,983
| New | +$240K | 0.01% | 631 |
|