Valley National Advisers’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
325
| – | – | ﹤0.01% | 749 |
|
|
2025
Q1 | $1K | Hold |
325
| – | – | ﹤0.01% | 737 |
|
|
2024
Q4 | $1K | Hold |
325
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $1K | Hold |
325
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $1K | Hold |
325
| – | – | ﹤0.01% | 980 |
|
|
2024
Q1 | $2K | Hold |
325
| – | – | ﹤0.01% | 923 |
|
|
2023
Q4 | $2K | Hold |
325
| – | – | ﹤0.01% | 909 |
|
|
2023
Q3 | $2K | Hold |
325
| – | – | ﹤0.01% | 798 |
|
|
2023
Q2 | $3K | Hold |
325
| – | – | ﹤0.01% | 725 |
|
|
2023
Q1 | $3K | Sell |
325
-15
| -4% | -$138 | ﹤0.01% | 710 |
|
|
2022
Q4 | $2K | Hold |
340
| – | – | ﹤0.01% | 728 |
|
|
2022
Q3 | $4K | Hold |
340
| – | – | ﹤0.01% | 696 |
|
|
2022
Q2 | $5K | Hold |
340
| – | – | ﹤0.01% | 656 |
|
|
2022
Q1 | $5K | Hold |
340
| – | – | ﹤0.01% | 688 |
|
|
2021
Q4 | $5K | Sell |
340
-198
| -37% | -$2.91K | ﹤0.01% | 678 |
|
|
2021
Q3 | $8K | Hold |
538
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $8K | Buy |
+538
| New | +$8K | ﹤0.01% | 605 |
|