USA Financial Formulas’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
8,770
+960
| +12% | +$92.2K | 0.14% | 69 |
|
|
2025
Q1 | $784K | Sell |
7,810
-1,424
| -15% | -$143K | 0.13% | 70 |
|
|
2024
Q4 | $823K | Buy |
+9,234
| New | +$823K | 0.13% | 78 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$490 | – | 495 |
|
|
2023
Q2 | $490 | Hold |
6
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $518 | Buy |
+6
| New | +$518 | ﹤0.01% | 362 |
|
|
2022
Q3 | $990K | Buy |
12,289
+12,283
| +204,717% | +$990K | 1.56% | 40 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 231 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 263 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 286 |
|
|
2021
Q3 | $0 | Sell |
6
-18
| -75% | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $2K | Buy |
24
+18
| +300% | +$1.5K | ﹤0.01% | 292 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 229 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 220 |
|
|
2019
Q3 | $1K | Sell |
12
-26,388
| -100% | -$2.2M | ﹤0.01% | 189 |
|
|
2019
Q2 | $1.94M | Buy |
26,400
+6,648
| +34% | +$489K | 0.97% | 28 |
|
|
2019
Q1 | $1.45M | Buy |
+19,752
| New | +$1.45M | 0.92% | 28 |
|
|
2017
Q3 | – | Sell |
-51,729
| Closed | -$2.83M | – | 245 |
|
|
2017
Q2 | $2.83M | Buy |
+51,729
| New | +$2.83M | 0.68% | 66 |
|
|
2016
Q3 | – | Sell |
-57,414
| Closed | -$3.08M | – | 223 |
|
|
2016
Q2 | $3.08M | Buy |
+57,414
| New | +$3.08M | 0.84% | 31 |
|