Rothschild Investment 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 | $1.51M | Sell |
15,709
-71
| -0.4% | -$6.82K | 0.09% | 172 |
|
|
2025
Q1 | $1.58M | Sell |
15,780
-26
| -0.2% | -$2.61K | 0.11% | 173 |
|
|
2024
Q4 | $1.41M | Sell |
15,806
-172
| -1% | -$15.3K | 0.09% | 187 |
|
|
2024
Q3 | $1.4M | Buy |
15,978
+68
| +0.4% | +$5.95K | 0.09% | 187 |
|
|
2024
Q2 | $1.13M | Buy |
15,910
+145
| +0.9% | +$10.3K | 0.08% | 215 |
|
|
2024
Q1 | $1.17M | Buy |
15,765
+430
| +3% | +$31.8K | 0.08% | 209 |
|
|
2023
Q4 | $1.11M | Sell |
15,335
-1,750
| -10% | -$127K | 0.09% | 174 |
|
|
2023
Q3 | $1.28M | Sell |
17,085
-167
| -1% | -$12.5K | 0.11% | 176 |
|
|
2023
Q2 | $1.41M | Buy |
17,252
+287
| +2% | +$23.4K | 0.12% | 171 |
|
|
2023
Q1 | $1.47M | Sell |
16,965
-75
| -0.4% | -$6.48K | 0.13% | 159 |
|
|
2022
Q4 | $1.52M | Buy |
17,040
+20
| +0.1% | +$1.78K | 0.14% | 153 |
|
|
2022
Q3 | $1.37M | Sell |
17,020
-110
| -0.6% | -$8.86K | 0.14% | 158 |
|
|
2022
Q2 | $1.55M | Hold |
17,130
| – | – | 0.14% | 150 |
|
|
2022
Q1 | $1.61M | Sell |
17,130
-175
| -1% | -$16.4K | 0.13% | 162 |
|
|
2021
Q4 | $1.54M | Sell |
17,305
-1,790
| -9% | -$159K | 0.12% | 166 |
|
|
2021
Q3 | $1.55M | Buy |
19,095
+1,107
| +6% | +$89.7K | 0.13% | 159 |
|
|
2021
Q2 | $1.44M | Buy |
17,988
+608
| +3% | +$48.7K | 0.11% | 175 |
|
|
2021
Q1 | $1.41M | Buy |
17,380
+2,022
| +13% | +$165K | 0.12% | 173 |
|
|
2020
Q4 | $1.2M | Hold |
15,358
| – | – | 0.12% | 175 |
|
|
2020
Q3 | $1.22M | Buy |
15,358
+1,555
| +11% | +$123K | 0.13% | 148 |
|
|
2020
Q2 | $971K | Sell |
13,803
-300
| -2% | -$21.1K | 0.12% | 164 |
|
|
2020
Q1 | $1.03M | Buy |
14,103
+185
| +1% | +$13.5K | 0.13% | 158 |
|
|
2019
Q4 | $1.07M | Buy |
13,918
+350
| +3% | +$26.9K | 0.11% | 187 |
|
|
2019
Q3 | $1.09M | Buy |
13,568
+100
| +0.7% | +$8K | 0.13% | 156 |
|
|
2019
Q2 | $1.01M | Sell |
13,468
-500
| -4% | -$37.6K | 0.12% | 168 |
|
|
2019
Q1 | $1.03M | Sell |
13,968
-1,020
| -7% | -$75K | 0.12% | 165 |
|
|
2018
Q4 | $978K | Hold |
14,988
| – | – | 0.13% | 150 |
|
|
2018
Q3 | $948K | Hold |
14,988
| – | – | 0.11% | 168 |
|
|
2018
Q2 | $912K | Sell |
14,988
-705
| -4% | -$42.9K | 0.11% | 171 |
|
|
2018
Q1 | $889K | Sell |
15,693
-250
| -2% | -$14.2K | 0.11% | 177 |
|
|
2017
Q4 | $941K | Sell |
15,943
-589
| -4% | -$34.8K | 0.1% | 199 |
|
|
2017
Q3 | $956K | Sell |
16,532
-500
| -3% | -$28.9K | 0.11% | 202 |
|
|
2017
Q2 | $931K | Hold |
17,032
| – | – | 0.11% | 210 |
|
|
2017
Q1 | $930K | Hold |
17,032
| – | – | 0.11% | 203 |
|
|
2016
Q4 | $894K | Hold |
17,032
| – | – | 0.11% | 202 |
|
|
2016
Q3 | $838K | Buy |
17,032
+1,899
| +13% | +$93.4K | 0.1% | 193 |
|
|
2016
Q2 | $811K | Sell |
15,133
-2,062
| -12% | -$111K | 0.1% | 195 |
|
|
2016
Q1 | $861K | Sell |
17,195
-500
| -3% | -$25K | 0.11% | 199 |
|
|
2015
Q4 | $765K | Hold |
17,695
| – | – | 0.1% | 222 |
|
|
2015
Q3 | $748K | Sell |
17,695
-400
| -2% | -$16.9K | 0.1% | 215 |
|
|
2015
Q2 | $682K | Buy |
18,095
+500
| +3% | +$18.8K | 0.08% | 254 |
|
|
2015
Q1 | $743K | Sell |
17,595
-500
| -3% | -$21.1K | 0.09% | 229 |
|
|
2014
Q4 | $835K | Sell |
18,095
-1,100
| -6% | -$50.8K | 0.1% | 209 |
|
|
2014
Q3 | $736K | Sell |
19,195
-4,950
| -21% | -$190K | 0.09% | 227 |
|
|
2014
Q2 | $987K | Sell |
24,145
-1,150
| -5% | -$47K | 0.13% | 165 |
|
|
2014
Q1 | $1.04M | Sell |
25,295
-375
| -1% | -$15.4K | 0.14% | 152 |
|
|
2013
Q4 | $928K | Hold |
25,670
| – | – | 0.13% | 168 |
|
|
2013
Q3 | $894K | Buy |
25,670
+1,400
| +6% | +$48.8K | 0.13% | 154 |
|
|
2013
Q2 | $836K | Buy |
+24,270
| New | +$836K | 0.14% | 155 |
|