United Capital 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 | $653K | Sell |
6,796
-152
| -2% | -$14.6K | 0.01% | 712 |
|
|
2025
Q1 | $698K | Buy |
6,948
+383
| +6% | +$38.5K | 0.01% | 645 |
|
|
2024
Q4 | $585K | Sell |
6,565
-28
| -0.4% | -$2.5K | ﹤0.01% | 684 |
|
|
2024
Q3 | $577K | Buy |
6,593
+2,323
| +54% | +$203K | ﹤0.01% | 697 |
|
|
2024
Q2 | $304K | Buy |
4,270
+719
| +20% | +$51.1K | ﹤0.01% | 838 |
|
|
2024
Q1 | $263K | Sell |
3,551
-826
| -19% | -$61.1K | ﹤0.01% | 918 |
|
|
2023
Q4 | $317K | Buy |
+4,377
| New | +$317K | ﹤0.01% | 847 |
|
|
2023
Q3 | – | Sell |
-2,475
| Closed | -$202K | – | 835 |
|
|
2023
Q2 | $202K | Sell |
2,475
-56
| -2% | -$4.57K | ﹤0.01% | 854 |
|
|
2023
Q1 | $219K | Sell |
2,531
-152
| -6% | -$13.1K | ﹤0.01% | 899 |
|
|
2022
Q4 | $239K | Sell |
2,683
-48
| -2% | -$4.27K | ﹤0.01% | 938 |
|
|
2022
Q3 | $220K | Sell |
2,731
-1,182
| -30% | -$95.2K | ﹤0.01% | 987 |
|
|
2022
Q2 | $354K | Buy |
3,913
+1,065
| +37% | +$96.3K | ﹤0.01% | 894 |
|
|
2022
Q1 | $267K | Buy |
2,848
+175
| +7% | +$16.4K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $238K | Sell |
2,673
-2
| -0.1% | -$178 | ﹤0.01% | 1091 |
|
|
2021
Q3 | $217K | Sell |
2,675
-5
| -0.2% | -$406 | ﹤0.01% | 1107 |
|
|
2021
Q2 | $215K | Sell |
2,680
-4,699
| -64% | -$377K | ﹤0.01% | 1132 |
|
|
2021
Q1 | $600K | Sell |
7,379
-64
| -0.9% | -$5.2K | ﹤0.01% | 802 |
|
|
2020
Q4 | $581K | Buy |
7,443
+73
| +1% | +$5.7K | ﹤0.01% | 808 |
|
|
2020
Q3 | $583K | Buy |
7,370
+5
| +0.1% | +$396 | ﹤0.01% | 791 |
|
|
2020
Q2 | $518K | Sell |
7,365
-96
| -1% | -$6.75K | ﹤0.01% | 848 |
|
|
2020
Q1 | $543K | Sell |
7,461
-794
| -10% | -$57.8K | ﹤0.01% | 780 |
|
|
2019
Q4 | $634K | Buy |
8,255
+707
| +9% | +$54.3K | ﹤0.01% | 915 |
|
|
2019
Q3 | $604K | Sell |
7,548
-9,645
| -56% | -$772K | ﹤0.01% | 885 |
|
|
2019
Q2 | $1.29M | Buy |
17,193
+18
| +0.1% | +$1.35K | 0.01% | 727 |
|
|
2019
Q1 | $1.26M | Buy |
17,175
+138
| +0.8% | +$10.1K | 0.01% | 709 |
|
|
2018
Q4 | $1.11M | Buy |
17,037
+8,850
| +108% | +$577K | 0.01% | 685 |
|
|
2018
Q3 | $518K | Sell |
8,187
-86
| -1% | -$5.44K | ﹤0.01% | 962 |
|
|
2018
Q2 | $503K | Sell |
8,273
-647
| -7% | -$39.3K | ﹤0.01% | 942 |
|
|
2018
Q1 | $505K | Sell |
8,920
-301
| -3% | -$17K | ﹤0.01% | 953 |
|
|
2017
Q4 | $545K | Buy |
9,221
+148
| +2% | +$8.75K | ﹤0.01% | 938 |
|
|
2017
Q3 | $525K | Buy |
9,073
+343
| +4% | +$19.8K | ﹤0.01% | 943 |
|
|
2017
Q2 | $477K | Buy |
8,730
+526
| +6% | +$28.7K | ﹤0.01% | 933 |
|
|
2017
Q1 | $448K | Sell |
8,204
-750
| -8% | -$41K | ﹤0.01% | 936 |
|
|
2016
Q4 | $470K | Sell |
8,954
-43
| -0.5% | -$2.26K | ﹤0.01% | 951 |
|
|
2016
Q3 | $442K | Sell |
8,997
-244
| -3% | -$12K | ﹤0.01% | 994 |
|
|
2016
Q2 | $499K | Buy |
9,241
+100
| +1% | +$5.4K | 0.01% | 915 |
|
|
2016
Q1 | $458K | Sell |
9,141
-1,592
| -15% | -$79.8K | 0.01% | 902 |
|
|
2015
Q4 | $464K | Sell |
10,733
-360
| -3% | -$15.6K | 0.01% | 906 |
|
|
2015
Q3 | $469K | Sell |
11,093
-259
| -2% | -$11K | 0.01% | 912 |
|
|
2015
Q2 | $428K | Sell |
11,352
-134
| -1% | -$5.05K | 0.01% | 966 |
|
|
2015
Q1 | $470K | Buy |
11,486
+6,927
| +152% | +$283K | 0.01% | 912 |
|
|
2014
Q4 | $210K | Buy |
+4,559
| New | +$210K | ﹤0.01% | 1088 |
|