Kavar Capital Partners 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 | $265K | Buy |
2,760
+10
| +0.4% | +$960 | 0.04% | 167 |
|
2025
Q1 | $276K | Buy |
+2,750
| New | +$276K | 0.05% | 149 |
|
2019
Q3 | – | Sell |
-1,116
| Closed | -$84K | – | 140 |
|
2019
Q2 | $84K | Buy |
+1,116
| New | +$84K | 0.03% | 176 |
|
2018
Q3 | – | Sell |
-1,085
| Closed | -$66K | – | 106 |
|
2018
Q2 | $66K | Buy |
1,085
+9
| +0.8% | +$547 | 0.03% | 161 |
|
2018
Q1 | $61K | Buy |
+1,076
| New | +$61K | 0.03% | 168 |
|
2016
Q1 | – | Sell |
-998
| Closed | -$43K | – | 105 |
|
2015
Q4 | $43K | Buy |
998
+9
| +0.9% | +$388 | 0.03% | 179 |
|
2015
Q3 | $41K | Sell |
989
-9,564
| -91% | -$396K | 0.03% | 182 |
|
2015
Q2 | $397K | Sell |
10,553
-241
| -2% | -$9.07K | 0.27% | 96 |
|
2015
Q1 | $456K | Sell |
10,794
-10,967
| -50% | -$463K | 0.39% | 81 |
|
2014
Q4 | $1M | Sell |
21,761
-990
| -4% | -$45.7K | 0.79% | 52 |
|
2014
Q3 | $872K | Sell |
22,751
-991
| -4% | -$38K | 0.75% | 63 |
|
2014
Q2 | $971K | Buy |
23,742
+10
| +0% | +$409 | 0.82% | 56 |
|
2014
Q1 | $977K | Sell |
23,732
-990
| -4% | -$40.8K | 0.81% | 50 |
|
2013
Q4 | $893K | Buy |
+24,722
| New | +$893K | 0.8% | 53 |
|