SVB 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 | $1.39M | Buy |
14,521
+1,369
| +10% | +$131K | 0.07% | 195 |
|
|
2025
Q1 | $1.32M | Buy |
13,152
+7,979
| +154% | +$801K | 0.05% | 137 |
|
|
2024
Q4 | $461K | Buy |
+5,173
| New | +$461K | 0.01% | 433 |
|
|
2024
Q1 | – | Sell |
-3,454
| Closed | -$250K | – | 858 |
|
|
2023
Q4 | $250K | Sell |
3,454
-162
| -4% | -$11.7K | 0.01% | 689 |
|
|
2023
Q3 | $271K | Buy |
3,616
+116
| +3% | +$8.68K | 0.01% | 645 |
|
|
2023
Q2 | $286K | Sell |
3,500
-718
| -17% | -$58.6K | 0.01% | 694 |
|
|
2023
Q1 | $364K | Buy |
4,218
+58
| +1% | +$5.01K | 0.01% | 652 |
|
|
2022
Q4 | $370K | Sell |
4,160
-193
| -4% | -$17.2K | 0.01% | 655 |
|
|
2022
Q3 | $351K | Buy |
4,353
+534
| +14% | +$43.1K | 0.01% | 635 |
|
|
2022
Q2 | $345K | Buy |
3,819
+24
| +0.6% | +$2.17K | 0.01% | 527 |
|
|
2022
Q1 | $355K | Sell |
3,795
-590
| -13% | -$55.2K | ﹤0.01% | 539 |
|
|
2021
Q4 | $390K | Buy |
4,385
+636
| +17% | +$56.6K | 0.01% | 502 |
|
|
2021
Q3 | $304K | Sell |
3,749
-219
| -6% | -$17.8K | ﹤0.01% | 781 |
|
|
2021
Q2 | $318K | Sell |
3,968
-94
| -2% | -$7.53K | ﹤0.01% | 732 |
|
|
2021
Q1 | $331K | Sell |
4,062
-369
| -8% | -$30.1K | ﹤0.01% | 649 |
|
|
2020
Q4 | $346K | Sell |
4,431
-759
| -15% | -$59.3K | 0.01% | 574 |
|
|
2020
Q3 | $411K | Sell |
5,190
-1,139
| -18% | -$90.2K | 0.01% | 455 |
|
|
2020
Q2 | $445K | Sell |
6,329
-11,849
| -65% | -$833K | 0.01% | 382 |
|
|
2020
Q1 | $1.32M | Sell |
18,178
-3,712
| -17% | -$270K | 0.03% | 212 |
|
|
2019
Q4 | $1.68M | Sell |
21,890
-4,340
| -17% | -$333K | 0.03% | 238 |
|
|
2019
Q3 | $2.1M | Sell |
26,230
-414
| -2% | -$33.1K | 0.04% | 201 |
|
|
2019
Q2 | $2M | Sell |
26,644
-624
| -2% | -$46.9K | 0.07% | 206 |
|
|
2019
Q1 | $2.01M | Sell |
27,268
-3,123
| -10% | -$230K | 0.08% | 160 |
|
|
2018
Q4 | $1.98M | Sell |
30,391
-6
| -0% | -$391 | 0.08% | 155 |
|
|
2018
Q3 | $1.92M | Sell |
30,397
-2,172
| -7% | -$137K | 0.07% | 177 |
|
|
2018
Q2 | $1.98M | Sell |
32,569
-2,971
| -8% | -$181K | 0.08% | 174 |
|
|
2018
Q1 | $2.01M | Sell |
35,540
-1,005
| -3% | -$56.9K | 0.08% | 179 |
|
|
2017
Q4 | $2.16M | Buy |
36,545
+520
| +1% | +$30.7K | 0.08% | 175 |
|
|
2017
Q3 | $2.08M | Buy |
36,025
+4,679
| +15% | +$271K | 0.08% | 178 |
|
|
2017
Q2 | $1.71M | Buy |
31,346
+3,468
| +12% | +$190K | 0.07% | 201 |
|
|
2017
Q1 | $1.52M | Sell |
27,878
-5,236
| -16% | -$286K | 0.06% | 208 |
|
|
2016
Q4 | $1.74M | Sell |
33,114
-539
| -2% | -$28.3K | 0.07% | 192 |
|
|
2016
Q3 | $1.66M | Buy |
33,653
+1,626
| +5% | +$80K | 0.07% | 201 |
|
|
2016
Q2 | $1.72M | Buy |
32,027
+2,849
| +10% | +$153K | 0.07% | 203 |
|
|
2016
Q1 | $1.46M | Buy |
29,178
+3,312
| +13% | +$166K | 0.06% | 217 |
|
|
2015
Q4 | $1.12M | Sell |
25,866
-627
| -2% | -$27.1K | 0.04% | 256 |
|
|
2015
Q3 | $1.12M | Sell |
26,493
-2,726
| -9% | -$115K | 0.04% | 281 |
|
|
2015
Q2 | $1.1M | Sell |
29,219
-1,588
| -5% | -$59.8K | 0.04% | 301 |
|
|
2015
Q1 | $1.3M | Buy |
30,807
+2,234
| +8% | +$94.3K | 0.04% | 288 |
|
|
2014
Q4 | $1.32M | Buy |
+28,573
| New | +$1.32M | 0.04% | 280 |
|