Heartland Bank & Trust’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
5,177
+680
| +15% | +$65.3K | 0.23% | 101 |
|
|
2025
Q1 | $451K | Buy |
+4,497
| New | +$451K | 0.23% | 97 |
|
|
2022
Q4 | – | Sell |
-5,763
| Closed | -$464K | – | 122 |
|
|
2022
Q3 | $464K | Sell |
5,763
-29
| -0.5% | -$2.34K | 0.44% | 75 |
|
|
2022
Q2 | $523K | Sell |
5,792
-103
| -2% | -$9.3K | 0.46% | 72 |
|
|
2022
Q1 | $553K | Buy |
5,895
+3,210
| +120% | +$301K | 0.42% | 78 |
|
|
2021
Q4 | $239K | Buy |
2,685
+36
| +1% | +$3.2K | 0.18% | 122 |
|
|
2021
Q3 | $215K | Buy |
2,649
+43
| +2% | +$3.49K | 0.19% | 109 |
|
|
2021
Q2 | $209K | Sell |
2,606
-231
| -8% | -$18.5K | 0.19% | 110 |
|
|
2021
Q1 | $231K | Sell |
2,837
-1,714
| -38% | -$140K | 0.21% | 108 |
|
|
2020
Q4 | $355K | Buy |
+4,551
| New | +$355K | 0.32% | 84 |
|