OneDigital Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $854K | Sell |
7,773
-785
| -9% | -$83.9K | 0.01% | 741 |
|
|
2025
Q4 | $855K | Buy |
8,558
+593
| +7% | +$60.8K | 0.01% | 731 |
|
|
2025
Q3 | $831K | Sell |
7,965
-135
| -2% | -$13.5K | 0.01% | 730 |
|
|
2025
Q2 | $778K | Buy |
8,100
+21
| +0.3% | +$2.04K | 0.01% | 729 |
|
|
2025
Q1 | $811K | Buy |
8,079
+542
| +7% | +$52.2K | 0.01% | 674 |
|
|
2024
Q4 | $672K | Sell |
7,537
-149
| -2% | -$13.3K | 0.01% | 777 |
|
|
2024
Q3 | $672K | Buy |
7,686
+57
| +0.7% | +$4.57K | 0.01% | 814 |
|
|
2024
Q2 | $542K | Buy |
7,629
+711
| +10% | +$51.7K | 0.01% | 866 |
|
|
2024
Q1 | $512K | Sell |
6,918
-222
| -3% | -$15.8K | 0.01% | 732 |
|
|
2023
Q4 | $516K | Buy |
7,140
+1,556
| +28% | +$118K | 0.01% | 705 |
|
|
2023
Q3 | $418K | Buy |
5,584
+79
| +1% | +$6.44K | 0.01% | 703 |
|
|
2023
Q2 | $450K | Sell |
5,505
-251
| -4% | -$21.5K | 0.01% | 675 |
|
|
2023
Q1 | $497K | Buy |
5,756
+669
| +13% | +$57.3K | 0.01% | 621 |
|
|
2022
Q4 | $452K | Buy |
5,087
+1,021
| +25% | +$85.8K | 0.01% | 548 |
|
|
2022
Q3 | $327K | Buy |
4,066
+168
| +4% | +$15.3K | 0.01% | 571 |
|
|
2022
Q2 | $352K | Buy |
3,898
+1
| +0% | +$93 | 0.02% | 520 |
|
|
2022
Q1 | $365K | Buy |
3,897
+22
| +0.6% | +$1.93K | 0.01% | 538 |
|
|
2021
Q4 | $345K | Sell |
3,875
-145
| -4% | -$12.3K | 0.01% | 555 |
|
|
2021
Q3 | $326K | Buy |
4,020
+182
| +5% | +$15.5K | 0.01% | 550 |
|
|
2021
Q2 | $307K | Sell |
3,838
-99
| -3% | -$8.29K | 0.01% | 548 |
|
|
2021
Q1 | $320K | Buy |
3,937
+325
| +9% | +$24.3K | 0.02% | 497 |
|
|
2020
Q4 | $282K | Buy |
3,612
+1
| +0% | +$80 | 0.01% | 508 |
|
|
2020
Q3 | $286K | Sell |
3,611
-2,072
| -36% | -$163K | 0.02% | 451 |
|
|
2020
Q2 | $400K | Buy |
5,683
+1
| +0% | +$72 | 0.03% | 360 |
|
|
2020
Q1 | $414K | Sell |
5,682
-93
| -2% | -$7.38K | 0.04% | 310 |
|
|
2019
Q4 | $444K | Buy |
5,775
+47
| +0.8% | +$3.57K | 0.04% | 330 |
|
|
2019
Q3 | $458K | Buy |
5,728
+861
| +18% | +$66.1K | 0.04% | 292 |
|
|
2019
Q2 | $365K | Buy |
4,867
+1,040
| +27% | +$76.7K | 0.03% | 303 |
|
|
2019
Q1 | $282K | Buy |
3,827
+2,934
| +329% | +$204K | 0.04% | 237 |
|
|
2018
Q4 | $58K | Sell |
893
-113
| -11% | -$7.54K | 0.01% | 429 |
|
|
2018
Q3 | $64K | Buy |
1,006
+1
| +0.1% | +$63 | 0.02% | 356 |
|
|
2018
Q2 | $61K | Hold |
1,005
| – | – | 0.01% | 443 |
|
|
2018
Q1 | $57K | Buy |
1,005
+308
| +44% | +$17.1K | 0.01% | 484 |
|
|
2017
Q4 | $41K | Hold |
697
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $40K | Buy |
697
+1
| +0.1% | +$58 | 0.01% | 445 |
|
|
2017
Q2 | $38K | Buy |
+696
| New | +$38.6K | 0.01% | 552 |
|
Other funds holding AEE
VCM
VPM
