Clark Financial Services Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,511
+1,605
| +18% | +$154K | 0.62% | 23 |
|
|
2025
Q1 | $894K | Sell |
8,906
-158
| -2% | -$15.9K | 0.62% | 23 |
|
|
2024
Q4 | $808K | Buy |
9,064
+13
| +0.1% | +$1.16K | 0.62% | 24 |
|
|
2024
Q3 | $792K | Buy |
9,051
+1,921
| +27% | +$168K | 0.72% | 16 |
|
|
2024
Q2 | $507K | Sell |
7,130
-743
| -9% | -$52.8K | 0.53% | 17 |
|
|
2024
Q1 | $583K | Sell |
7,873
-557
| -7% | -$41.2K | 0.7% | 21 |
|
|
2023
Q4 | $609K | Sell |
8,430
-1,298
| -13% | -$93.8K | 0.78% | 21 |
|
|
2023
Q3 | $728K | Buy |
9,728
+1
| +0% | +$75 | 1% | 15 |
|
|
2023
Q2 | $794K | Sell |
9,727
-19
| -0.2% | -$1.55K | 1.07% | 12 |
|
|
2023
Q1 | $842K | Buy |
9,746
+436
| +5% | +$37.7K | 1.24% | 12 |
|
|
2022
Q4 | $828K | Buy |
9,310
+101
| +1% | +$8.98K | 0.95% | 13 |
|
|
2022
Q3 | $742K | Buy |
+9,209
| New | +$742K | 0.78% | 19 |
|
|
2022
Q1 | $864K | Hold |
9,209
| – | – | 0.63% | 23 |
|
|
2021
Q4 | $820K | Sell |
9,209
-705
| -7% | -$62.8K | 0.55% | 25 |
|
|
2021
Q3 | $803K | Buy |
9,914
+99
| +1% | +$8.02K | 0.62% | 24 |
|
|
2021
Q2 | $785K | Hold |
9,815
| – | – | 0.62% | 26 |
|
|
2021
Q1 | $798K | Buy |
+9,815
| New | +$798K | 0.68% | 26 |
|
|
2020
Q2 | $832K | Buy |
+9,209
| New | +$832K | 1.29% | 14 |
|