Sequoia Financial 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 | $908K | Buy |
9,455
+866
| +10% | +$83.2K | 0.01% | 718 |
|
|
2025
Q1 | $862K | Buy |
8,589
+702
| +9% | +$70.5K | 0.01% | 667 |
|
|
2024
Q4 | $703K | Sell |
7,887
-3,376
| -30% | -$301K | 0.01% | 685 |
|
|
2024
Q3 | $985K | Buy |
11,263
+2,923
| +35% | +$256K | 0.01% | 552 |
|
|
2024
Q2 | $593K | Buy |
8,340
+684
| +9% | +$48.6K | 0.01% | 629 |
|
|
2024
Q1 | $566K | Sell |
7,656
-1,021
| -12% | -$75.5K | 0.01% | 644 |
|
|
2023
Q4 | $628K | Buy |
8,677
+2,193
| +34% | +$159K | 0.01% | 670 |
|
|
2023
Q3 | $485K | Sell |
6,484
-681
| -10% | -$51K | 0.01% | 532 |
|
|
2023
Q2 | $585K | Sell |
7,165
-573
| -7% | -$46.8K | 0.01% | 479 |
|
|
2023
Q1 | $668K | Sell |
7,738
-192
| -2% | -$16.6K | 0.01% | 394 |
|
|
2022
Q4 | $705K | Buy |
7,930
+1,886
| +31% | +$168K | 0.02% | 364 |
|
|
2022
Q3 | $487K | Sell |
6,044
-82
| -1% | -$6.61K | 0.02% | 296 |
|
|
2022
Q2 | $554K | Sell |
6,126
-843
| -12% | -$76.2K | 0.02% | 307 |
|
|
2022
Q1 | $653K | Buy |
6,969
+172
| +3% | +$16.1K | 0.02% | 305 |
|
|
2021
Q4 | $605K | Buy |
+6,797
| New | +$605K | 0.02% | 299 |
|
|
2021
Q3 | – | Sell |
-6,477
| Closed | -$518K | – | 261 |
|
|
2021
Q2 | $518K | Buy |
6,477
+1,146
| +21% | +$91.7K | 0.02% | 275 |
|
|
2021
Q1 | $434K | Sell |
5,331
-547
| -9% | -$44.5K | 0.02% | 276 |
|
|
2020
Q4 | $459K | Buy |
5,878
+527
| +10% | +$41.2K | 0.02% | 260 |
|
|
2020
Q3 | $423K | Buy |
5,351
+460
| +9% | +$36.4K | 0.02% | 246 |
|
|
2020
Q2 | $344K | Sell |
4,891
-2
| -0% | -$141 | 0.02% | 273 |
|
|
2020
Q1 | $356K | Buy |
+4,893
| New | +$356K | 0.03% | 235 |
|