Wellington Shields & Co’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 | $560K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $529K | Hold |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $854K | Hold |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $149K | Sell |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $4.49M | Sell |
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|
2019
Q4 | $6.77M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5.71M | Hold |
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|
2019
Q1 | $6.16M | Hold |
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|
2018
Q4 | $4.93M | Sell |
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|
2018
Q3 | $5.19M | Sell |
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|
2018
Q2 | $5.26M | Buy |
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|
2018
Q1 | $4.16M | Buy |
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|
2017
Q4 | $3.92M | Buy |
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