NorthRock Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $581K | Buy |
6,046
+387
| +7% | +$37.2K | 0.02% | 365 |
|
2025
Q1 | $568K | Sell |
5,659
-40
| -0.7% | -$4.02K | 0.02% | 319 |
|
2024
Q4 | $508K | Buy |
5,699
+123
| +2% | +$11K | 0.02% | 351 |
|
2024
Q3 | $488K | Buy |
5,576
+820
| +17% | +$71.7K | 0.02% | 368 |
|
2024
Q2 | $338K | Buy |
4,756
+1,297
| +37% | +$92.2K | 0.01% | 437 |
|
2024
Q1 | $258K | Sell |
3,459
-492
| -12% | -$36.7K | 0.01% | 520 |
|
2023
Q4 | $286K | Buy |
+3,951
| New | +$286K | 0.01% | 465 |
|