CarsonAllaria Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
1,225
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $123K | Buy |
1,225
+1
| +0.1% | +$100 | 0.07% | 91 |
|
|
2024
Q4 | $109K | Sell |
1,224
-390
| -24% | -$34.8K | 0.06% | 100 |
|
|
2024
Q3 | $141K | Buy |
1,614
+8
| +0.5% | +$700 | 0.08% | 84 |
|
|
2024
Q2 | $114K | Buy |
1,606
+20
| +1% | +$1.42K | 0.07% | 90 |
|
|
2024
Q1 | $117K | Sell |
1,586
-540
| -25% | -$40K | 0.07% | 88 |
|
|
2023
Q4 | $154K | Sell |
2,126
-11
| -0.5% | -$796 | 0.11% | 73 |
|
|
2023
Q3 | $160K | Sell |
2,137
-1,882
| -47% | -$141K | 0.13% | 69 |
|
|
2023
Q2 | $328K | Sell |
4,019
-2,690
| -40% | -$220K | 0.26% | 44 |
|
|
2023
Q1 | $580K | Buy |
6,709
+2,384
| +55% | +$206K | 0.49% | 27 |
|
|
2022
Q4 | $385K | Buy |
4,325
+790
| +22% | +$70.3K | 0.34% | 38 |
|
|
2022
Q3 | $285K | Buy |
3,535
+399
| +13% | +$32.2K | 0.26% | 48 |
|
|
2022
Q2 | $283K | Buy |
3,136
+1
| +0% | +$90 | 0.26% | 49 |
|
|
2022
Q1 | $294K | Buy |
3,135
+1
| +0% | +$94 | 0.26% | 47 |
|
|
2021
Q4 | $279K | Buy |
+3,134
| New | +$279K | 0.25% | 50 |
|