Oxford Financial Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
6,762
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $679K | Hold |
6,762
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $603K | Hold |
6,762
| – | – | 0.04% | 119 |
|
|
2024
Q3 | $591K | Hold |
6,762
| – | – | 0.04% | 125 |
|
|
2024
Q2 | $481K | Sell |
6,762
-48
| -0.7% | -$3.41K | 0.03% | 157 |
|
|
2024
Q1 | $504K | Buy |
6,810
+48
| +0.7% | +$3.55K | 0.04% | 135 |
|
|
2023
Q4 | $489K | Hold |
6,762
| – | – | 0.04% | 141 |
|
|
2023
Q3 | $506K | Sell |
6,762
-48
| -0.7% | -$3.59K | 0.04% | 125 |
|
|
2023
Q2 | $556K | Buy |
6,810
+3,161
| +87% | +$258K | 0.05% | 127 |
|
|
2023
Q1 | $315K | Sell |
3,649
-3,215
| -47% | -$278K | 0.04% | 143 |
|
|
2022
Q4 | $610K | Buy |
6,864
+102
| +2% | +$9.07K | 0.07% | 96 |
|
|
2022
Q3 | $545K | Sell |
6,762
-12
| -0.2% | -$967 | 0.08% | 91 |
|
|
2022
Q2 | $612K | Buy |
6,774
+12
| +0.2% | +$1.08K | 0.09% | 92 |
|
|
2022
Q1 | $634K | Buy |
+6,762
| New | +$634K | 0.08% | 100 |
|