Oxford Financial Group’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$706K Hold
2025
Q2
$649K Hold
2025
Q1
$679K Hold
2024
Q4
$603K Hold
2024
Q3
$591K Hold
2024
Q2
$481K Sell
2024
Q1
$504K Buy
2023
Q4
$489K Hold
2023
Q3
$506K Sell
2023
Q2
$556K Buy
2023
Q1
$315K Sell
2022
Q4
$610K Buy
2022
Q3
$545K Sell
2022
Q2
$612K Buy
2022
Q1
$634K Buy