SkyOak Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,120
| Closed | -$414K | – | 247 |
|
|
2025
Q1 | $414K | Hold |
4,120
| – | – | 0.09% | 133 |
|
|
2024
Q4 | $367K | Buy |
4,120
+20
| +0.5% | +$1.78K | 0.08% | 145 |
|
|
2024
Q3 | $359K | Hold |
4,100
| – | – | 0.08% | 144 |
|
|
2024
Q2 | $292K | Hold |
4,100
| – | – | 0.07% | 179 |
|
|
2024
Q1 | $303K | Hold |
4,100
| – | – | 0.07% | 188 |
|
|
2023
Q4 | $297K | Hold |
4,100
| – | – | 0.08% | 185 |
|
|
2023
Q3 | $307K | Hold |
4,100
| – | – | 0.09% | 162 |
|
|
2023
Q2 | $335K | Hold |
4,100
| – | – | 0.09% | 153 |
|
|
2023
Q1 | $354K | Hold |
4,100
| – | – | 0.11% | 147 |
|
|
2022
Q4 | $365K | Hold |
4,100
| – | – | 0.12% | 137 |
|
|
2022
Q3 | $330K | Hold |
4,100
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $370K | Hold |
4,100
| – | – | 0.13% | 137 |
|
|
2022
Q1 | $384K | Hold |
4,100
| – | – | 0.11% | 150 |
|
|
2021
Q4 | $365K | Hold |
4,100
| – | – | 0.09% | 162 |
|
|
2021
Q3 | $332K | Hold |
4,100
| – | – | 0.09% | 162 |
|
|
2021
Q2 | $328K | Hold |
4,100
| – | – | 0.09% | 158 |
|
|
2021
Q1 | $343K | Hold |
4,100
| – | – | 0.1% | 151 |
|
|
2020
Q4 | $320K | Hold |
4,100
| – | – | 0.1% | 154 |
|
|
2020
Q3 | $324K | Hold |
4,100
| – | – | 0.12% | 144 |
|
|
2020
Q2 | $288K | Hold |
4,100
| – | – | 0.11% | 188 |
|
|
2020
Q1 | $299K | Hold |
4,100
| – | – | 0.15% | 156 |
|
|
2019
Q4 | $315K | Buy |
+4,100
| New | +$315K | 0.1% | 225 |
|