Plancorp LLC’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Buy |
14,376
+14
| +0.1% | +$1.35K | 0.05% | 132 |
|
2025
Q1 | $1.44M | Buy |
14,362
+625
| +5% | +$62.8K | 0.06% | 118 |
|
2024
Q4 | $1.22M | Buy |
13,737
+2,488
| +22% | +$222K | 0.05% | 112 |
|
2024
Q3 | $984K | Sell |
11,249
-222
| -2% | -$19.4K | 0.04% | 127 |
|
2024
Q2 | $816K | Sell |
11,471
-112
| -1% | -$7.96K | 0.04% | 139 |
|
2024
Q1 | $857K | Buy |
11,583
+3,253
| +39% | +$241K | 0.04% | 132 |
|
2023
Q4 | $603K | Sell |
8,330
-209
| -2% | -$15.1K | 0.03% | 146 |
|
2023
Q3 | $639K | Buy |
8,539
+1,059
| +14% | +$79.2K | 0.03% | 137 |
|
2023
Q2 | $611K | Sell |
7,480
-8,018
| -52% | -$655K | 0.03% | 138 |
|
2023
Q1 | $1.34M | Buy |
15,498
+7,282
| +89% | +$629K | 0.08% | 92 |
|
2022
Q4 | $731K | Sell |
8,216
-6,804
| -45% | -$605K | 0.04% | 119 |
|
2022
Q3 | $1.21M | Buy |
15,020
+7,039
| +88% | +$567K | 0.08% | 84 |
|
2022
Q2 | $721K | Sell |
7,981
-12
| -0.2% | -$1.08K | 0.05% | 117 |
|
2022
Q1 | $749K | Buy |
7,993
+27
| +0.3% | +$2.53K | 0.05% | 119 |
|
2021
Q4 | $709K | Sell |
7,966
-98
| -1% | -$8.72K | 0.04% | 123 |
|
2021
Q3 | $653K | Buy |
8,064
+31
| +0.4% | +$2.51K | 0.05% | 119 |
|
2021
Q2 | $643K | Sell |
8,033
-569
| -7% | -$45.5K | 0.05% | 111 |
|
2021
Q1 | $700K | Sell |
8,602
-18
| -0.2% | -$1.47K | 0.15% | 97 |
|
2020
Q4 | $673K | Sell |
8,620
-612
| -7% | -$47.8K | 0.17% | 97 |
|
2020
Q3 | $730K | Buy |
9,232
+76
| +0.8% | +$6.01K | 0.22% | 75 |
|
2020
Q2 | $644K | Buy |
9,156
+40
| +0.4% | +$2.81K | 0.19% | 80 |
|
2020
Q1 | $664K | Buy |
9,116
+25
| +0.3% | +$1.82K | 0.26% | 71 |
|
2019
Q4 | $698K | Buy |
9,091
+494
| +6% | +$37.9K | 0.21% | 81 |
|
2019
Q3 | $688K | Sell |
8,597
-9
| -0.1% | -$720 | 0.26% | 69 |
|
2019
Q2 | $646K | Sell |
8,606
-5,077
| -37% | -$381K | 0.26% | 75 |
|
2019
Q1 | $1.01M | Sell |
13,683
-518
| -4% | -$38.1K | 0.38% | 58 |
|
2018
Q4 | $926K | Buy |
14,201
+121
| +0.9% | +$7.89K | 0.42% | 54 |
|
2018
Q3 | $890K | Buy |
14,080
+1,294
| +10% | +$81.8K | 0.35% | 64 |
|
2018
Q2 | $778K | Buy |
12,786
+276
| +2% | +$16.8K | 0.31% | 72 |
|
2018
Q1 | $707K | Sell |
12,510
-330
| -3% | -$18.7K | 0.23% | 77 |
|
2017
Q4 | $755K | Sell |
12,840
-36
| -0.3% | -$2.12K | 0.25% | 71 |
|
2017
Q3 | $743K | Buy |
12,876
+422
| +3% | +$24.4K | 0.22% | 70 |
|
2017
Q2 | $681K | Buy |
12,454
+105
| +0.9% | +$5.74K | 0.2% | 75 |
|
2017
Q1 | $675K | Sell |
12,349
-615
| -5% | -$33.6K | 0.2% | 73 |
|
2016
Q4 | $681K | Sell |
12,964
-229
| -2% | -$12K | 0.19% | 72 |
|
2016
Q3 | $649K | Buy |
+13,193
| New | +$649K | 0.41% | 49 |
|
2016
Q1 | – | Sell |
-4,665
| Closed | -$202K | – | 44 |
|
2015
Q4 | $202K | Sell |
4,665
-22,928
| -83% | -$993K | 0.24% | 77 |
|
2015
Q3 | $1.17M | Buy |
+27,593
| New | +$1.17M | 1.06% | 20 |
|
2015
Q2 | – | Sell |
-20,352
| Closed | -$859K | – | 76 |
|
2015
Q1 | $859K | Sell |
20,352
-4,665
| -19% | -$197K | 0.85% | 26 |
|
2014
Q4 | $1.15M | Buy |
25,017
+9,453
| +61% | +$436K | 1.21% | 15 |
|
2014
Q3 | $599K | Sell |
15,564
-4,788
| -24% | -$184K | 0.63% | 36 |
|
2014
Q2 | $832K | Sell |
20,352
-12,904
| -39% | -$528K | 0.75% | 23 |
|
2014
Q1 | $1.37M | Buy |
33,256
+21,129
| +174% | +$871K | 0.93% | 25 |
|
2013
Q4 | $440K | Buy |
+12,127
| New | +$440K | 0.39% | 51 |
|