Allen Mooney & Barnes Investment 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 | $15.4M | Buy |
148,889
+639
| +0.4% | +$66.3K | 2.54% | 12 |
|
|
2025
Q1 | $16.2M | Buy |
148,250
+2,454
| +2% | +$268K | 2.63% | 8 |
|
|
2024
Q4 | $13.4M | Buy |
145,796
+500
| +0.3% | +$46.1K | 2.27% | 12 |
|
|
2024
Q3 | $14.9M | Sell |
145,296
-4,062
| -3% | -$417K | 2.54% | 10 |
|
|
2024
Q2 | $13.1M | Buy |
149,358
+2,139
| +1% | +$188K | 2.34% | 11 |
|
|
2024
Q1 | $12.2M | Buy |
147,219
+630
| +0.4% | +$52.2K | 2.34% | 12 |
|
|
2023
Q4 | $11.9M | Buy |
146,589
+2,143
| +1% | +$174K | 2.26% | 14 |
|
|
2023
Q3 | $10.9M | Buy |
144,446
+140,703
| +3,759% | +$10.6M | 2.31% | 13 |
|
|
2023
Q2 | $315K | Buy |
3,743
+19
| +0.5% | +$1.6K | 0.07% | 115 |
|
|
2023
Q1 | $339K | Sell |
3,724
-602
| -14% | -$54.8K | 0.08% | 105 |
|
|
2022
Q4 | $411K | Buy |
4,326
+21
| +0.5% | +$1.99K | 0.1% | 92 |
|
|
2022
Q3 | $372K | Buy |
4,305
+19
| +0.4% | +$1.64K | 0.1% | 99 |
|
|
2022
Q2 | $411K | Sell |
4,286
-165
| -4% | -$15.8K | 0.11% | 93 |
|
|
2022
Q1 | $444K | Buy |
+4,451
| New | +$444K | 0.1% | 105 |
|