Avantax Advisory Services’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
25,254
+2,651
| +12% | +$255K | 0.01% | 705 |
|
|
2025
Q1 | $2.27M | Sell |
22,603
-800
| -3% | -$80.3K | 0.01% | 687 |
|
|
2024
Q4 | $2.09M | Buy |
23,403
+679
| +3% | +$60.5K | 0.01% | 694 |
|
|
2024
Q3 | $1.99M | Buy |
22,724
+14,634
| +181% | +$1.28M | 0.01% | 698 |
|
|
2024
Q2 | $575K | Buy |
+8,090
| New | +$575K | ﹤0.01% | 1279 |
|
|
2023
Q4 | – | Sell |
-4,672
| Closed | -$350K | – | 1572 |
|
|
2023
Q3 | $350K | Buy |
4,672
+111
| +2% | +$8.31K | ﹤0.01% | 1113 |
|
|
2023
Q2 | $373K | Buy |
4,561
+39
| +0.9% | +$3.19K | ﹤0.01% | 1073 |
|
|
2023
Q1 | $391K | Buy |
4,522
+372
| +9% | +$32.1K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $369K | Buy |
4,150
+215
| +5% | +$19.1K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $317K | Buy |
3,935
+743
| +23% | +$59.9K | ﹤0.01% | 977 |
|
|
2022
Q2 | $288K | Sell |
3,192
-1,629
| -34% | -$147K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $448K | Buy |
4,821
+1,661
| +53% | +$154K | 0.01% | 826 |
|
|
2021
Q4 | $281K | Buy |
3,160
+100
| +3% | +$8.89K | ﹤0.01% | 1007 |
|
|
2021
Q3 | $247K | Buy |
3,060
+300
| +11% | +$24.2K | ﹤0.01% | 1007 |
|
|
2021
Q2 | $220K | Hold |
2,760
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q1 | $223K | Sell |
2,760
-861
| -24% | -$69.6K | ﹤0.01% | 928 |
|
|
2020
Q4 | $283K | Sell |
3,621
-2,493
| -41% | -$195K | 0.01% | 748 |
|
|
2020
Q3 | $487K | Buy |
6,114
+3,175
| +108% | +$253K | 0.01% | 800 |
|
|
2020
Q2 | $205K | Buy |
2,939
+1
| +0% | +$70 | 0.01% | 780 |
|
|
2020
Q1 | $214K | Buy |
+2,938
| New | +$214K | 0.01% | 698 |
|
|
2019
Q3 | – | Sell |
-2,748
| Closed | -$206K | – | 567 |
|
|
2019
Q2 | $206K | Sell |
2,748
-539
| -16% | -$40.4K | 0.01% | 483 |
|
|
2019
Q1 | $242K | Sell |
3,287
-305
| -8% | -$22.5K | 0.01% | 413 |
|
|
2018
Q4 | $234K | Buy |
+3,592
| New | +$234K | 0.04% | 347 |
|