Allworth Financial’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $2.95M | Buy |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $105K | Buy |
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|
2023
Q3 | $88.2K | Sell |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $0 | Buy |
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