Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ameren AEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Hold
4,280
0.06% 85
2025
Q1
$430K Buy
4,280
+150
+4% +$15.1K 0.07% 79
2024
Q4
$368K Buy
+4,130
New +$368K 0.06% 82
2024
Q3
Sell
-4,130
Closed -$294K 57
2024
Q2
$294K Hold
4,130
0.06% 86
2024
Q1
$305K Buy
+4,130
New +$305K 0.06% 80
2023
Q4
Sell
-4,130
Closed -$309K 36
2023
Q3
$309K Buy
+4,130
New +$309K 0.07% 75