Clifford Swan Investment Counsel’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,751
+1
| +0% | +$96 | 0.01% | 279 |
|
|
2025
Q1 | $276K | Hold |
2,750
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $245K | Hold |
2,750
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $241K | Buy |
+2,750
| New | +$241K | 0.01% | 291 |
|
|
2024
Q2 | – | Sell |
-2,750
| Closed | -$203K | – | 304 |
|
|
2024
Q1 | $203K | Buy |
+2,750
| New | +$203K | 0.01% | 302 |
|
|
2023
Q4 | – | Sell |
-2,756
| Closed | -$206K | – | 300 |
|
|
2023
Q3 | $206K | Hold |
2,756
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $225K | Hold |
2,756
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $238K | Sell |
2,756
-6
| -0.2% | -$518 | 0.01% | 279 |
|
|
2022
Q4 | $246K | Sell |
2,762
-89
| -3% | -$7.91K | 0.01% | 280 |
|
|
2022
Q3 | $230K | Hold |
2,851
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $258K | Hold |
2,851
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $267K | Hold |
2,851
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $254K | Buy |
2,851
+101
| +4% | +$9K | 0.01% | 306 |
|
|
2021
Q3 | $232K | Hold |
2,750
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $234K | Hold |
2,750
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $224K | Hold |
2,750
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $215K | Hold |
2,750
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $217K | Buy |
+2,750
| New | +$217K | 0.01% | 292 |
|
|
2020
Q2 | – | Sell |
-2,750
| Closed | -$200K | – | 308 |
|
|
2020
Q1 | $200K | Hold |
2,750
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $211K | Hold |
2,750
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $220K | Hold |
2,750
| – | – | 0.01% | 287 |
|
|
2019
Q2 | $207K | Hold |
2,750
| – | – | 0.01% | 303 |
|
|
2019
Q1 | $202K | Buy |
+2,750
| New | +$202K | 0.01% | 298 |
|
|
2016
Q3 | – | Sell |
-3,837
| Closed | -$206K | – | 281 |
|
|
2016
Q2 | $206K | Buy |
+3,837
| New | +$206K | 0.01% | 247 |
|