Kestra Private Wealth Services’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
5,004
-422
| -8% | -$40.5K | 0.01% | 1052 |
|
|
2025
Q1 | $545K | Buy |
5,426
+2,279
| +72% | +$229K | 0.01% | 920 |
|
|
2024
Q4 | $281K | Buy |
3,147
+27
| +0.9% | +$2.41K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $273K | Sell |
3,120
-324
| -9% | -$28.3K | 0.01% | 1122 |
|
|
2024
Q2 | $245K | Sell |
3,444
-14
| -0.4% | -$996 | ﹤0.01% | 1131 |
|
|
2024
Q1 | $256K | Buy |
3,458
+345
| +11% | +$25.5K | 0.01% | 1075 |
|
|
2023
Q4 | $225K | Sell |
3,113
-128
| -4% | -$9.26K | 0.01% | 1060 |
|
|
2023
Q3 | $243K | Sell |
3,241
-117
| -3% | -$8.76K | 0.01% | 960 |
|
|
2023
Q2 | $274K | Buy |
3,358
+87
| +3% | +$7.11K | 0.01% | 849 |
|
|
2023
Q1 | $283K | Buy |
3,271
+27
| +0.8% | +$2.33K | 0.01% | 804 |
|
|
2022
Q4 | $288K | Sell |
3,244
-288
| -8% | -$25.6K | 0.01% | 684 |
|
|
2022
Q3 | $284K | Buy |
3,532
+145
| +4% | +$11.7K | 0.02% | 674 |
|
|
2022
Q2 | $306K | Hold |
3,387
| – | – | 0.02% | 652 |
|
|
2022
Q1 | $318K | Sell |
3,387
-2,099
| -38% | -$197K | 0.02% | 724 |
|
|
2021
Q4 | $488K | Hold |
5,486
| – | – | 0.02% | 599 |
|
|
2021
Q3 | $444K | Sell |
5,486
-259
| -5% | -$21K | 0.02% | 572 |
|
|
2021
Q2 | $460K | Sell |
5,745
-1
| -0% | -$80 | 0.03% | 531 |
|
|
2021
Q1 | $467K | Buy |
5,746
+1,960
| +52% | +$159K | 0.03% | 467 |
|
|
2020
Q4 | $291K | Buy |
3,786
+1,159
| +44% | +$89.1K | 0.02% | 572 |
|
|
2020
Q3 | $208K | Buy |
+2,627
| New | +$208K | 0.02% | 591 |
|