LFA
Legacy Financial Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,619
+3
| +0.1% | +$288 | 0.04% | 301 |
|
|
2025
Q1 | $263K | Buy |
2,616
+64
| +3% | +$6.43K | 0.04% | 293 |
|
|
2024
Q4 | $227K | Buy |
2,552
+41
| +2% | +$3.66K | 0.04% | 310 |
|
|
2024
Q3 | $220K | Buy |
+2,511
| New | +$220K | 0.04% | 325 |
|
|
2019
Q2 | – | Sell |
-361
| Closed | -$27K | – | 132 |
|
|
2019
Q1 | $27K | Sell |
361
-179
| -33% | -$13.4K | 0.01% | 393 |
|
|
2018
Q4 | $35K | Hold |
540
| – | – | 0.01% | 299 |
|
|
2018
Q3 | $34K | Hold |
540
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $33K | Buy |
540
+179
| +50% | +$10.9K | 0.01% | 296 |
|
|
2018
Q1 | $20K | Hold |
361
| – | – | 0.01% | 364 |
|
|
2017
Q4 | $21K | Buy |
+361
| New | +$21K | 0.01% | 354 |
|