Symmetry Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,265
| Closed | -$314K | – | 176 |
|
|
2025
Q2 | $314K | Sell |
3,265
-199
| -6% | -$19.3K | 0.04% | 107 |
|
|
2025
Q1 | $348K | Sell |
3,464
-205
| -6% | -$19.7K | 0.05% | 97 |
|
|
2024
Q4 | $327K | Buy |
+3,669
| New | +$329K | 0.05% | 93 |
|
|
2023
Q3 | – | Sell |
-3,726
| Closed | -$304K | – | 528 |
|
|
2023
Q2 | $304K | Hold |
3,726
| – | – | 0.02% | 457 |
|
|
2023
Q1 | $322K | Hold |
3,726
| – | – | 0.02% | 436 |
|
|
2022
Q4 | $331K | Sell |
3,726
-4,179
| -53% | -$351K | 0.02% | 442 |
|
|
2022
Q3 | $637K | Hold |
7,905
| – | – | 0.04% | 248 |
|
|
2022
Q2 | $714K | Buy |
7,905
+4,179
| +112% | +$387K | 0.05% | 231 |
|
|
2022
Q1 | $349K | Hold |
3,726
| – | – | 0.02% | 469 |
|
|
2021
Q4 | $332K | Hold |
3,726
| – | – | 0.02% | 511 |
|
|
2021
Q3 | $304K | Hold |
3,726
| – | – | 0.02% | 548 |
|
|
2021
Q2 | $298K | Hold |
3,726
| – | – | 0.02% | 570 |
|
|
2021
Q1 | $303K | Sell |
3,726
-251
| -6% | -$18.8K | 0.02% | 552 |
|
|
2020
Q4 | $310K | Hold |
3,977
| – | – | 0.02% | 515 |
|
|
2020
Q3 | $315K | Buy |
+3,977
| New | +$312K | 0.03% | 473 |
|
|
2019
Q4 | – | Sell |
-6,697
| Closed | -$536K | – | 324 |
|
|
2019
Q3 | $536K | Buy |
+6,697
| New | +$514K | 0.11% | 148 |
|
|
2019
Q2 | – | Sell |
-9,820
| Closed | -$722K | – | 323 |
|
|
2019
Q1 | $722K | Buy |
+9,820
| New | +$684K | 0.12% | 108 |
|
|
2017
Q2 | – | Sell |
-2,851
| Closed | -$156K | – | 35 |
|
|
2017
Q1 | $156K | Buy |
+2,851
| New | +$153K | 0.09% | 36 |
|
Other funds holding AEE
