Jacobi Capital 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 | $310K | Sell |
3,224
-200
| -6% | -$19.2K | 0.02% | 492 |
|
|
2025
Q1 | $344K | Buy |
3,424
+11
| +0.3% | +$1.1K | 0.03% | 449 |
|
|
2024
Q4 | $304K | Sell |
3,413
-27
| -0.8% | -$2.41K | 0.02% | 463 |
|
|
2024
Q3 | $301K | Buy |
3,440
+63
| +2% | +$5.51K | 0.02% | 455 |
|
|
2024
Q2 | $240K | Sell |
3,377
-101
| -3% | -$7.18K | 0.02% | 463 |
|
|
2024
Q1 | $257K | Buy |
+3,478
| New | +$257K | 0.02% | 429 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$16K | – | 976 |
|
|
2018
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 570 |
|
|
2018
Q3 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 621 |
|