Accel Wealth Management’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
2,418
+9
+0.4% +$934 0.08% 214
2025
Q1
$263K Sell
2,409
-765
-24% -$83.6K 0.1% 201
2024
Q4
$293K Buy
3,174
+12
+0.4% +$1.11K 0.11% 189
2024
Q3
$324K Buy
3,162
+37
+1% +$3.8K 0.12% 179
2024
Q2
$274K Buy
3,125
+22
+0.7% +$1.93K 0.11% 177
2024
Q1
$267K Buy
3,103
+428
+16% +$36.9K 0.11% 169
2023
Q4
$217K Sell
2,675
-119
-4% -$9.67K 0.11% 174
2023
Q3
$210K Sell
2,794
-13
-0.5% -$978 0.12% 156
2023
Q2
$236K Sell
2,807
-37
-1% -$3.12K 0.13% 145
2023
Q1
$259K Buy
2,844
+21
+0.7% +$1.91K 0.11% 179
2022
Q4
$268K Sell
2,823
-88
-3% -$8.36K 0.13% 129
2022
Q3
$264K Buy
2,911
+17
+0.6% +$1.54K 0.14% 135
2022
Q2
$276K Buy
2,894
+17
+0.6% +$1.62K 0.16% 120
2022
Q1
$292K Buy
2,877
+18
+0.6% +$1.83K 0.15% 119
2021
Q4
$254K Buy
2,859
+21
+0.7% +$1.87K 0.12% 131
2021
Q3
$230K Buy
2,838
+19
+0.7% +$1.54K 0.15% 121
2021
Q2
$238K Buy
2,819
+16
+0.6% +$1.35K 0.16% 123
2021
Q1
$237K Buy
2,803
+20
+0.7% +$1.69K 0.19% 111
2020
Q4
$232K Buy
+2,783
New +$232K 0.22% 103