Allworth Financial’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
32,747
+2,943
| +10% | +$283K | 0.02% | 395 |
|
|
2025
Q1 | $2.95M | Buy |
29,804
+631
| +2% | +$62.4K | 0.02% | 336 |
|
|
2024
Q4 | $2.72M | Buy |
29,173
+23,096
| +380% | +$2.16M | 0.02% | 344 |
|
|
2024
Q3 | $532K | Buy |
6,077
+1,766
| +41% | +$154K | ﹤0.01% | 561 |
|
|
2024
Q2 | $323K | Buy |
4,311
+2,034
| +89% | +$152K | ﹤0.01% | 671 |
|
|
2024
Q1 | $168K | Buy |
2,277
+821
| +56% | +$60.7K | ﹤0.01% | 834 |
|
|
2023
Q4 | $105K | Buy |
1,456
+277
| +23% | +$20K | ﹤0.01% | 922 |
|
|
2023
Q3 | $88.2K | Sell |
1,179
-530
| -31% | -$39.6K | ﹤0.01% | 927 |
|
|
2023
Q2 | $140K | Sell |
1,709
-6,788
| -80% | -$554K | ﹤0.01% | 788 |
|
|
2023
Q1 | $734K | Buy |
8,497
+150
| +2% | +$13K | 0.01% | 394 |
|
|
2022
Q4 | $742K | Buy |
8,347
+350
| +4% | +$31.1K | 0.01% | 388 |
|
|
2022
Q3 | $644K | Buy |
7,997
+270
| +3% | +$21.7K | 0.01% | 383 |
|
|
2022
Q2 | $698K | Buy |
7,727
+34
| +0.4% | +$3.07K | 0.01% | 352 |
|
|
2022
Q1 | $721K | Buy |
7,693
+7,528
| +4,562% | +$706K | 0.01% | 343 |
|
|
2021
Q4 | $15K | Hold |
165
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q3 | $13K | Sell |
165
-181
| -52% | -$14.3K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $28K | Buy |
+346
| New | +$28K | ﹤0.01% | 764 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 930 |
|
|
2018
Q1 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 798 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 724 |
|