Valeo 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 | $260K | Buy |
2,710
+54
| +2% | +$5.19K | 0.01% | 616 |
|
|
2025
Q1 | $267K | Sell |
2,656
-18
| -0.7% | -$1.81K | 0.01% | 556 |
|
|
2024
Q4 | $238K | Buy |
+2,674
| New | +$238K | 0.01% | 597 |
|
|
2021
Q2 | – | Sell |
-617
| Closed | -$50K | – | 480 |
|
|
2021
Q1 | $50K | Sell |
617
-3
| -0.5% | -$243 | ﹤0.01% | 831 |
|
|
2020
Q4 | $48K | Buy |
620
+17
| +3% | +$1.32K | ﹤0.01% | 771 |
|
|
2020
Q3 | $48K | Sell |
603
-43
| -7% | -$3.42K | ﹤0.01% | 657 |
|
|
2020
Q2 | $45K | Buy |
646
+25
| +4% | +$1.74K | ﹤0.01% | 732 |
|
|
2020
Q1 | $49K | Buy |
621
+18
| +3% | +$1.42K | 0.01% | 587 |
|
|
2019
Q4 | $46K | Hold |
603
| – | – | ﹤0.01% | 671 |
|
|
2019
Q3 | $48K | Hold |
603
| – | – | 0.01% | 605 |
|
|
2019
Q2 | $45K | Sell |
603
-30
| -5% | -$2.24K | 0.01% | 632 |
|
|
2019
Q1 | $47K | Hold |
633
| – | – | 0.01% | 564 |
|
|
2018
Q4 | $41K | Sell |
633
-27
| -4% | -$1.75K | 0.01% | 537 |
|
|
2018
Q3 | $43K | Buy |
660
+57
| +9% | +$3.71K | 0.01% | 572 |
|
|
2018
Q2 | $38K | Buy |
603
+585
| +3,250% | +$36.9K | 0.01% | 597 |
|
|
2018
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1391 |
|