RFG - Bristol Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Sell
6,599
-1,206
-15% -$116K 0.2% 97
2025
Q1
$784K Hold
7,805
0.26% 76
2024
Q4
$696K Buy
+7,805
New +$696K 0.23% 85