Capital Advisors Ltd’s Ameren AEE Stock Holding History

Capital Advisors Ltd’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	$82K	Hold	850	–	–	0.01%	383
2025 Q1	$85K	Buy	850 +326	+62%	+$32.6K	0.01%	368
2024 Q4	$47K	Buy	524 +5	+1%	+$448	0.01%	462
2024 Q3	$45K	Hold	519	–	–	0.01%	468
2024 Q2	$37K	Buy	519 +5	+1%	+$356	﹤0.01%	494
2024 Q1	$38K	Buy	514 +319	+164%	+$23.6K	0.01%	480
2023 Q4	$14K	Sell	195 -72	-27%	-$5.17K	﹤0.01%	617
2023 Q3	$20K	Buy	267 +16	+6%	+$1.2K	﹤0.01%	554
2023 Q2	$20K	Buy	251 +7	+3%	+$558	﹤0.01%	568
2023 Q1	$21K	Sell	244 -53	-18%	-$4.56K	﹤0.01%	454
2022 Q4	$26K	Buy	297 +45	+18%	+$3.94K	﹤0.01%	437
2022 Q3	$20K	Buy	252 +57	+29%	+$4.52K	﹤0.01%	444
2022 Q2	$18K	Sell	195 -2	-1%	-$185	﹤0.01%	443
2022 Q1	$18K	Buy	197 +2	+1%	+$183	﹤0.01%	452
2021 Q4	$17K	Hold	195	–	–	﹤0.01%	446
2021 Q3	$16K	Hold	195	–	–	﹤0.01%	392
2021 Q2	$16K	Hold	195	–	–	﹤0.01%	379
2021 Q1	$16K	Hold	195	–	–	﹤0.01%	371
2020 Q4	$15K	Hold	195	–	–	﹤0.01%	358
2020 Q3	$15K	Hold	195	–	–	﹤0.01%	351
2020 Q2	$14K	Hold	195	–	–	﹤0.01%	347
2020 Q1	$14K	Hold	195	–	–	﹤0.01%	338
2019 Q4	$15K	Hold	195	–	–	﹤0.01%	323
2019 Q3	$16K	Hold	195	–	–	﹤0.01%	316
2019 Q2	$15K	Hold	195	–	–	﹤0.01%	353
2019 Q1	$14K	Hold	195	–	–	﹤0.01%	350
2018 Q4	$13K	Hold	195	–	–	﹤0.01%	359
2018 Q3	$12K	Hold	195	–	–	﹤0.01%	398
2018 Q2	$12K	Hold	195	–	–	﹤0.01%	319
2018 Q1	$11K	Hold	195	–	–	﹤0.01%	316
2017 Q4	$12K	Hold	195	–	–	﹤0.01%	312
2017 Q3	$11K	Hold	195	–	–	﹤0.01%	316
2017 Q2	$11K	Hold	195	–	–	﹤0.01%	319
2017 Q1	$11K	Hold	195	–	–	﹤0.01%	296
2016 Q4	$10K	Hold	195	–	–	﹤0.01%	292
2016 Q3	$10K	Hold	195	–	–	﹤0.01%	289
2016 Q2	$10K	Hold	195	–	–	﹤0.01%	274
2016 Q1	$10K	Hold	195	–	–	0.01%	265
2015 Q4	$8K	Hold	195	–	–	﹤0.01%	272
2015 Q3	$8K	Hold	195	–	–	﹤0.01%	267
2015 Q2	$7K	Hold	195	–	–	﹤0.01%	295
2015 Q1	$8K	Hold	195	–	–	﹤0.01%	272
2014 Q4	$9K	Hold	195	–	–	﹤0.01%	257
2014 Q3	$7K	Hold	195	–	–	﹤0.01%	271
2014 Q2	$8K	Hold	195	–	–	﹤0.01%	278
2014 Q1	$8K	Hold	195	–	–	﹤0.01%	282
2013 Q4	$7K	Buy	+195	New	+$7K	﹤0.01%	255