Addison Advisors’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 | $488K | Hold |
4,707
| – | – | 0.12% | 124 |
|
|
2025
Q1 | $514K | Buy |
4,707
+1,085
| +30% | +$119K | 0.14% | 106 |
|
|
2024
Q4 | $334K | Sell |
3,622
-1,884
| -34% | -$174K | 0.09% | 141 |
|
|
2024
Q3 | $565K | Buy |
5,506
+4,604
| +510% | +$472K | 0.16% | 101 |
|
|
2024
Q2 | $79.1K | Buy |
902
+116
| +15% | +$10.2K | 0.03% | 316 |
|
|
2024
Q1 | $67.7K | Buy |
786
+3
| +0.4% | +$258 | 0.02% | 323 |
|
|
2023
Q4 | $63.6K | Hold |
783
| – | – | 0.02% | 328 |
|
|
2023
Q3 | $58.9K | Sell |
783
-77
| -9% | -$5.79K | 0.03% | 304 |
|
|
2023
Q2 | $72.4K | Sell |
860
-18
| -2% | -$1.52K | 0.04% | 271 |
|
|
2023
Q1 | $79.9K | Sell |
878
-6
| -0.7% | -$546 | 0.04% | 246 |
|
|
2022
Q4 | $83.9K | Sell |
884
-214
| -19% | -$20.3K | 0.05% | 235 |
|
|
2022
Q3 | $95K | Buy |
1,098
+232
| +27% | +$20.1K | 0.06% | 194 |
|
|
2022
Q2 | $83K | Hold |
866
| – | – | 0.05% | 211 |
|
|
2022
Q1 | $86K | Sell |
866
-452
| -34% | -$44.9K | 0.05% | 220 |
|
|
2021
Q4 | $117K | Buy |
1,318
+684
| +108% | +$60.7K | 0.07% | 170 |
|
|
2021
Q3 | $51K | Hold |
634
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $54K | Buy |
+634
| New | +$54K | 0.04% | 178 |
|
|
2020
Q4 | $43K | Buy |
+522
| New | +$43K | 0.04% | 189 |
|