Atria Wealth Solutions’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
2,418
-2,818
| -54% | -$271K | 0.01% | 1294 |
|
|
2025
Q1 | $526K | Buy |
5,236
+139
| +3% | +$14K | 0.01% | 1166 |
|
|
2024
Q4 | $454K | Buy |
5,097
+3
| +0.1% | +$267 | 0.01% | 1306 |
|
|
2024
Q3 | $446K | Buy |
+5,094
| New | +$446K | ﹤0.01% | 1291 |
|
|
2024
Q2 | – | Sell |
-2,767
| Closed | -$207K | – | 1899 |
|
|
2024
Q1 | $207K | Sell |
2,767
-101
| -4% | -$7.54K | ﹤0.01% | 1797 |
|
|
2023
Q4 | $207K | Buy |
2,868
+101
| +4% | +$7.31K | ﹤0.01% | 1741 |
|
|
2023
Q3 | $207K | Sell |
2,767
-18
| -0.6% | -$1.35K | ﹤0.01% | 1669 |
|
|
2023
Q2 | $227K | Sell |
2,785
-2
| -0.1% | -$163 | ﹤0.01% | 1611 |
|
|
2023
Q1 | $241K | Sell |
2,787
-632
| -18% | -$54.6K | ﹤0.01% | 1544 |
|
|
2022
Q4 | $304K | Sell |
3,419
-317
| -8% | -$28.2K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $301K | Sell |
3,736
-3,560
| -49% | -$287K | 0.01% | 1288 |
|
|
2022
Q2 | $827K | Buy |
7,296
+3,873
| +113% | +$439K | 0.02% | 750 |
|
|
2022
Q1 | $321K | Buy |
+3,423
| New | +$321K | 0.01% | 1280 |
|