CAPTRUST Financial Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Buy |
19,390
+1,691
| +10% | +$162K | ﹤0.01% | 999 |
|
2025
Q1 | $1.78M | Buy |
17,699
+7,592
| +75% | +$762K | ﹤0.01% | 956 |
|
2024
Q4 | $901K | Buy |
10,107
+125
| +1% | +$11.1K | ﹤0.01% | 1287 |
|
2024
Q3 | $873K | Buy |
9,982
+439
| +5% | +$38.4K | ﹤0.01% | 1270 |
|
2024
Q2 | $679K | Sell |
9,543
-2,318
| -20% | -$165K | ﹤0.01% | 1362 |
|
2024
Q1 | $877K | Sell |
11,861
-5,080
| -30% | -$376K | ﹤0.01% | 1198 |
|
2023
Q4 | $1.23M | Sell |
16,941
-2,738
| -14% | -$198K | ﹤0.01% | 1152 |
|
2023
Q3 | $1.47M | Buy |
19,679
+1,624
| +9% | +$122K | 0.01% | 984 |
|
2023
Q2 | $1.47M | Buy |
18,055
+131
| +0.7% | +$10.7K | 0.01% | 967 |
|
2023
Q1 | $1.55M | Sell |
17,924
-665
| -4% | -$57.4K | 0.01% | 835 |
|
2022
Q4 | $1.65M | Sell |
18,589
-706
| -4% | -$62.8K | 0.01% | 777 |
|
2022
Q3 | $1.55M | Buy |
19,295
+1,910
| +11% | +$154K | 0.01% | 756 |
|
2022
Q2 | $1.57M | Buy |
17,385
+650
| +4% | +$58.7K | 0.01% | 672 |
|
2022
Q1 | $1.57M | Sell |
16,735
-1,651
| -9% | -$155K | 0.01% | 668 |
|
2021
Q4 | $1.64M | Buy |
18,386
+250
| +1% | +$22.2K | 0.01% | 622 |
|
2021
Q3 | $1.47M | Sell |
18,136
-488
| -3% | -$39.5K | 0.01% | 612 |
|
2021
Q2 | $1.49M | Sell |
18,624
-2,871
| -13% | -$230K | 0.01% | 583 |
|
2021
Q1 | $1.75M | Buy |
21,495
+1,875
| +10% | +$153K | 0.02% | 507 |
|
2020
Q4 | $1.53M | Buy |
19,620
+2,971
| +18% | +$232K | 0.02% | 469 |
|
2020
Q3 | $1.33M | Sell |
16,649
-4,115
| -20% | -$329K | 0.02% | 427 |
|
2020
Q2 | $1.51M | Sell |
20,764
-1,292
| -6% | -$93.6K | 0.02% | 410 |
|
2020
Q1 | $1.49M | Sell |
22,056
-2,205
| -9% | -$149K | 0.03% | 350 |
|
2019
Q4 | $1.85M | Buy |
24,261
+17,954
| +285% | +$1.37M | 0.03% | 384 |
|
2019
Q3 | $505K | Sell |
6,307
-528
| -8% | -$42.3K | 0.02% | 399 |
|
2019
Q2 | $513K | Sell |
6,835
-1,421
| -17% | -$107K | 0.02% | 384 |
|
2019
Q1 | $607K | Sell |
8,256
-623
| -7% | -$45.8K | 0.02% | 333 |
|
2018
Q4 | $579K | Sell |
8,879
-26
| -0.3% | -$1.7K | 0.03% | 289 |
|
2018
Q3 | $563K | Sell |
8,905
-170
| -2% | -$10.7K | 0.03% | 294 |
|
2018
Q2 | $552K | Buy |
+9,075
| New | +$552K | 0.03% | 241 |
|