Alliance Wealth Advisors (Utah)’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 | $334K | Buy |
3,217
+145
| +5% | +$15K | 0.08% | 207 |
|
|
2025
Q1 | $336K | Buy |
3,072
+80
| +3% | +$8.74K | 0.09% | 198 |
|
|
2024
Q4 | $276K | Buy |
2,992
+82
| +3% | +$7.56K | 0.07% | 224 |
|
|
2024
Q3 | $299K | Buy |
2,910
+153
| +6% | +$15.7K | 0.08% | 212 |
|
|
2024
Q2 | $242K | Buy |
2,757
+202
| +8% | +$17.7K | 0.07% | 208 |
|
|
2024
Q1 | $220K | Buy |
+2,555
| New | +$220K | 0.07% | 222 |
|