Advisor OS’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $925K | Buy |
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