United Capital Financial Advisors’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 | $1.78M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $765K | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $6.34M | Buy |
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|
2023
Q1 | $6.57M | Buy |
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|
2022
Q4 | $7.64M | Sell |
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|
2022
Q3 | $6.61M | Sell |
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|
2022
Q2 | $6.79M | Buy |
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|
2022
Q1 | $5.68M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $180K | Sell |
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|
2018
Q1 | $4.37M | Buy |
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|
2017
Q4 | $3.44M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $271K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $170K | Sell |
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|
2014
Q2 | $207K | Buy |
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|
2014
Q1 | $189K | Buy |
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|
2013
Q4 | $178K | Sell |
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|
2013
Q3 | $170K | Sell |
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|
2013
Q2 | $240K | Buy |
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