Lee Financial’s Ameren AEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27	Closed	-$1.95K	–	161
2023 Q4	$1.95K	Sell	27 -590	-96%	-$42.7K	﹤0.01%	752
2023 Q3	$46.2K	Hold	617	–	–	0.01%	228
2023 Q2	$50.4K	Sell	617 -24	-4%	-$1.96K	0.01%	222
2023 Q1	$55.4K	Hold	641	–	–	0.01%	225
2022 Q4	$57K	Buy	641 +24	+4%	+$2.13K	0.01%	244
2022 Q3	$50K	Hold	617	–	–	0.01%	250
2022 Q2	$56K	Hold	617	–	–	0.01%	236
2022 Q1	$58K	Hold	617	–	–	0.01%	227
2021 Q4	$55K	Hold	617	–	–	0.01%	244
2021 Q3	$50K	Hold	617	–	–	0.01%	224
2021 Q2	$49K	Hold	617	–	–	0.01%	231
2021 Q1	$50K	Hold	617	–	–	0.01%	231
2020 Q4	$48K	Hold	617	–	–	0.01%	214
2020 Q3	$49K	Hold	617	–	–	0.01%	235
2020 Q2	$43K	Hold	617	–	–	0.01%	219
2020 Q1	$45K	Hold	617	–	–	0.01%	181
2019 Q4	$47K	Hold	617	–	–	0.01%	192
2019 Q3	$49K	Hold	617	–	–	0.01%	192
2019 Q2	$46K	Hold	617	–	–	0.01%	205
2019 Q1	$45K	Hold	617	–	–	0.01%	196
2018 Q4	$40K	Sell	617 -2,000	-76%	-$130K	0.01%	192
2018 Q3	$165K	Hold	2,617	–	–	0.04%	137
2018 Q2	$159K	Hold	2,617	–	–	0.04%	177
2018 Q1	$148K	Hold	2,617	–	–	0.04%	175
2017 Q4	$154K	Hold	2,617	–	–	0.04%	129
2017 Q3	$151K	Hold	2,617	–	–	0.05%	122
2017 Q2	$143K	Hold	2,617	–	–	0.05%	127
2017 Q1	$143K	Hold	2,617	–	–	0.06%	120
2016 Q4	$137K	Buy	+2,617	New	+$137K	0.08%	121