Kovack Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
2,652
-108
| -4% | -$10.4K | 0.03% | 505 |
|
|
2025
Q1 | $277K | Sell |
2,760
-1,902
| -41% | -$191K | 0.03% | 447 |
|
|
2024
Q4 | $416K | Buy |
4,662
+1,818
| +64% | +$162K | 0.04% | 354 |
|
|
2024
Q3 | $249K | Sell |
2,844
-239
| -8% | -$20.9K | 0.03% | 491 |
|
|
2024
Q2 | $219K | Buy |
3,083
+28
| +0.9% | +$1.99K | 0.02% | 505 |
|
|
2024
Q1 | $226K | Hold |
3,055
| – | – | 0.03% | 413 |
|
|
2023
Q4 | $221K | Buy |
3,055
+303
| +11% | +$21.9K | 0.03% | 497 |
|
|
2023
Q3 | $206K | Hold |
2,752
| – | – | 0.03% | 479 |
|
|
2023
Q2 | $225K | Buy |
2,752
+20
| +0.7% | +$1.63K | 0.03% | 484 |
|
|
2023
Q1 | $236K | Sell |
2,732
-175
| -6% | -$15.1K | 0.03% | 473 |
|
|
2022
Q4 | $258K | Hold |
2,907
| – | – | 0.04% | 441 |
|
|
2022
Q3 | $234K | Sell |
2,907
-110
| -4% | -$8.85K | 0.03% | 474 |
|
|
2022
Q2 | $273K | Hold |
3,017
| – | – | 0.04% | 477 |
|
|
2022
Q1 | $282K | Buy |
+3,017
| New | +$282K | 0.03% | 548 |
|