Advisory Resource Group’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 | $318K | Sell |
3,065
-866
| -22% | -$89.8K | 0.06% | 143 |
|
2025
Q1 | $430K | Sell |
3,931
-24
| -0.6% | -$2.62K | 0.09% | 134 |
|
2024
Q4 | $365K | Sell |
3,955
-1,926
| -33% | -$178K | 0.08% | 130 |
|
2024
Q3 | $603K | Buy |
5,881
+1
| +0% | +$103 | 0.13% | 118 |
|
2024
Q2 | $516K | Sell |
5,880
-144
| -2% | -$12.6K | 0.12% | 115 |
|
2024
Q1 | $519K | Buy |
6,024
+1
| +0% | +$86 | 0.12% | 114 |
|
2023
Q4 | $489K | Buy |
6,023
+2
| +0% | +$162 | 0.12% | 114 |
|
2023
Q3 | $453K | Hold |
6,021
| – | – | 0.12% | 115 |
|
2023
Q2 | $507K | Buy |
6,021
+1
| +0% | +$84 | 0.14% | 111 |
|
2023
Q1 | $548K | Buy |
6,020
+2
| +0% | +$182 | 0.15% | 106 |
|
2022
Q4 | $571K | Buy |
6,018
+1
| +0% | +$95 | 0.17% | 76 |
|
2022
Q3 | $520K | Buy |
6,017
+146
| +2% | +$12.6K | 0.17% | 73 |
|
2022
Q2 | $563K | Buy |
5,871
+82
| +1% | +$7.86K | 0.18% | 64 |
|
2022
Q1 | $578K | Hold |
5,789
| – | – | 0.18% | 65 |
|
2021
Q4 | $523K | Hold |
5,789
| – | – | 0.17% | 69 |
|
2021
Q3 | $470K | Hold |
5,789
| – | – | 0.17% | 77 |
|
2021
Q2 | $490K | Hold |
5,789
| – | – | 0.2% | 73 |
|
2021
Q1 | $490K | Hold |
5,789
| – | – | 0.23% | 60 |
|
2020
Q4 | $482K | Hold |
5,789
| – | – | 0.24% | 56 |
|
2020
Q3 | $473K | Hold |
5,789
| – | – | 0.28% | 53 |
|
2020
Q2 | $461K | Sell |
5,789
-61
| -1% | -$4.86K | 0.28% | 50 |
|
2020
Q1 | $468K | Sell |
5,850
-129
| -2% | -$10.3K | 0.36% | 47 |
|
2019
Q4 | $565K | Hold |
5,979
| – | – | 0.32% | 48 |
|
2019
Q3 | $560K | Sell |
5,979
-566
| -9% | -$53K | 0.3% | 47 |
|
2019
Q2 | $576K | Sell |
6,545
-196
| -3% | -$17.2K | 0.32% | 42 |
|
2019
Q1 | $579K | Buy |
6,741
+368
| +6% | +$31.6K | 0.32% | 42 |
|
2018
Q4 | $476K | Buy |
+6,373
| New | +$476K | 0.29% | 42 |
|