Valeo 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 | $375K | Buy |
35,601
+6,130
| +21% | +$64.5K | 0.01% | 511 |
|
|
2025
Q1 | $366K | Sell |
29,471
-12,319
| -29% | -$153K | 0.01% | 483 |
|
|
2024
Q4 | $538K | Buy |
+41,790
| New | +$538K | 0.02% | 391 |
|
|
2022
Q2 | – | Sell |
-32,665
| Closed | -$211K | – | 489 |
|
|
2022
Q1 | $211K | Buy |
+32,665
| New | +$211K | 0.01% | 509 |
|
|
2021
Q2 | – | Sell |
-296
| Closed | -$8K | – | 483 |
|
|
2021
Q1 | $8K | Buy |
+296
| New | +$8K | ﹤0.01% | 1321 |
|
|
2020
Q4 | – | Sell |
-3,909
| Closed | -$71K | – | 1630 |
|
|
2020
Q3 | $71K | Sell |
3,909
-334
| -8% | -$6.07K | 0.01% | 534 |
|
|
2020
Q2 | $61K | Buy |
4,243
+3,263
| +333% | +$46.9K | 0.01% | 620 |
|
|
2020
Q1 | $14K | Buy |
980
+880
| +880% | +$12.6K | ﹤0.01% | 935 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 1345 |
|
|
2019
Q2 | $5K | Sell |
300
-30
| -9% | -$500 | ﹤0.01% | 1179 |
|
|
2019
Q1 | $6K | Hold |
330
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q4 | $5K | Hold |
330
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q3 | $5K | Sell |
330
-70
| -18% | -$1.06K | ﹤0.01% | 1157 |
|
|
2018
Q2 | $5K | Buy |
400
+300
| +300% | +$3.75K | ﹤0.01% | 1106 |
|
|
2018
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1392 |
|