Archford Capital Strategies’s Ameren AEE Stock Holding History

Archford Capital Strategies’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$816K	Buy	8,494 +19	+0.2%	+$1.83K	0.1%	171
2025 Q1	$851K	Hold	8,475	–	–	0.12%	161
2024 Q4	$755K	Buy	8,475 +1	+0%	+$89	0.11%	151
2024 Q3	$739K	Hold	8,474	–	–	0.11%	148
2024 Q2	$603K	Hold	8,474	–	–	0.1%	159
2024 Q1	$627K	Sell	8,474 -1,163	-12%	-$86K	0.11%	161
2023 Q4	$697K	Hold	9,637	–	–	0.13%	146
2023 Q3	$721K	Sell	9,637 -12	-0.1%	-$898	0.14%	154
2023 Q2	$842K	Sell	9,649 -12	-0.1%	-$1.05K	0.16%	144
2023 Q1	$862K	Sell	9,661 -267	-3%	-$23.8K	0.18%	132
2022 Q4	$883K	Hold	9,928	–	–	0.2%	120
2022 Q3	$800K	Buy	9,928 +100	+1%	+$8.06K	0.21%	114
2022 Q2	$888K	Sell	9,828 -952	-9%	-$86K	0.22%	106
2022 Q1	$1.02M	Buy	10,780 +5,048	+88%	+$479K	0.23%	103
2021 Q4	$510K	Buy	5,732 +132	+2%	+$11.7K	0.12%	182
2021 Q3	$454K	Buy	+5,600	New	+$454K	0.11%	202
2019 Q3	–	Sell	-838	Closed	-$63K	–	218
2019 Q2	$63K	Hold	838	–	–	0.02%	263
2019 Q1	$62K	Sell	838 -167	-17%	-$12.4K	0.02%	265
2018 Q4	$66K	Hold	1,005	–	–	0.03%	250
2018 Q3	$64K	Hold	1,005	–	–	0.02%	275
2018 Q2	$61K	Hold	1,005	–	–	0.02%	286
2018 Q1	$59K	Buy	+1,005	New	+$59K	0.02%	196
2017 Q4	–	Sell	-10,145	Closed	-$587K	–	185
2017 Q3	$587K	Sell	10,145 -16,635	-62%	-$963K	0.22%	136
2017 Q2	$1.46M	Hold	26,780	–	–	0.58%	56
2017 Q1	$1.46M	Buy	+26,780	New	+$1.46M	0.55%	55
2016 Q4	–	Sell	-43,780	Closed	-$2.15M	–	614
2016 Q3	$2.15M	Hold	43,780	–	–	0.89%	26
2016 Q2	$2.35M	Buy	+43,780	New	+$2.35M	1.23%	14
2016 Q1	–	Sell	-1,081	Closed	-$48K	–	178
2015 Q4	$48K	Buy	1,081 +211	+24%	+$9.37K	0.02%	266
2015 Q3	$37K	Buy	870 +203	+30%	+$8.63K	0.03%	209
2015 Q2	$25K	Hold	667	–	–	0.02%	252
2015 Q1	$28.1K	Sell	667 -33	-5%	-$1.39K	0.02%	255
2014 Q4	$32K	Sell	700 -67	-9%	-$3.06K	0.02%	247
2014 Q3	$29K	Hold	767	–	–	0.02%	253
2014 Q2	$31.4K	Hold	767	–	–	0.02%	259
2014 Q1	$31.6K	Buy	+767	New	+$31.6K	0.03%	264