Steward Partners Investment Advisory’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
8,385
-1,442
| -15% | -$138K | 0.01% | 1075 |
|
|
2025
Q1 | $987K | Sell |
9,827
-347
| -3% | -$34.8K | 0.01% | 930 |
|
|
2024
Q4 | $907K | Buy |
10,174
+1,282
| +14% | +$114K | 0.01% | 910 |
|
|
2024
Q3 | $778K | Buy |
8,892
+121
| +1% | +$10.6K | 0.01% | 943 |
|
|
2024
Q2 | $624K | Sell |
8,771
-1
| -0% | -$71 | 0.01% | 966 |
|
|
2024
Q1 | $649K | Buy |
8,772
+520
| +6% | +$38.5K | 0.01% | 954 |
|
|
2023
Q4 | $597K | Sell |
8,252
-383
| -4% | -$27.7K | 0.01% | 922 |
|
|
2023
Q3 | $646K | Sell |
8,635
-109
| -1% | -$8.16K | 0.01% | 830 |
|
|
2023
Q2 | $714K | Buy |
8,744
+2,016
| +30% | +$165K | 0.01% | 808 |
|
|
2023
Q1 | $581K | Buy |
6,728
+353
| +6% | +$30.5K | 0.01% | 869 |
|
|
2022
Q4 | $567K | Buy |
6,375
+85
| +1% | +$7.56K | 0.01% | 859 |
|
|
2022
Q3 | $507K | Sell |
6,290
-2
| -0% | -$161 | 0.01% | 851 |
|
|
2022
Q2 | $569K | Sell |
6,292
-13
| -0.2% | -$1.18K | 0.01% | 808 |
|
|
2022
Q1 | $591K | Sell |
6,305
-455
| -7% | -$42.6K | 0.01% | 867 |
|
|
2021
Q4 | $602K | Buy |
6,760
+409
| +6% | +$36.4K | 0.01% | 881 |
|
|
2021
Q3 | $514K | Sell |
6,351
-7
| -0.1% | -$567 | 0.01% | 892 |
|
|
2021
Q2 | $509K | Sell |
6,358
-1,332
| -17% | -$107K | 0.01% | 923 |
|
|
2021
Q1 | $626K | Buy |
7,690
+1,264
| +20% | +$103K | 0.01% | 800 |
|
|
2020
Q4 | $502K | Buy |
6,426
+17
| +0.3% | +$1.33K | 0.01% | 762 |
|
|
2020
Q3 | $507K | Buy |
6,409
+336
| +6% | +$26.6K | 0.01% | 668 |
|
|
2020
Q2 | $427K | Buy |
6,073
+1,154
| +23% | +$81.1K | 0.01% | 677 |
|
|
2020
Q1 | $358K | Sell |
4,919
-523
| -10% | -$38.1K | 0.01% | 642 |
|
|
2019
Q4 | $417K | Hold |
5,442
| – | – | 0.01% | 672 |
|
|
2019
Q3 | $435K | Buy |
5,442
+1,000
| +23% | +$79.9K | 0.01% | 622 |
|
|
2019
Q2 | $333K | Sell |
4,442
-165
| -4% | -$12.4K | 0.01% | 666 |
|
|
2019
Q1 | $338K | Buy |
4,607
+165
| +4% | +$12.1K | 0.01% | 608 |
|
|
2018
Q4 | $289K | Sell |
4,442
-270
| -6% | -$17.6K | 0.01% | 608 |
|
|
2018
Q3 | $298K | Buy |
4,712
+3,336
| +242% | +$211K | 0.01% | 619 |
|
|
2018
Q2 | $84K | Sell |
1,376
-448
| -25% | -$27.3K | 0.01% | 901 |
|
|
2018
Q1 | $103K | Buy |
1,824
+400
| +28% | +$22.6K | 0.01% | 766 |
|
|
2017
Q4 | $84K | Buy |
+1,424
| New | +$84K | 0.01% | 680 |
|