Alpha Family Trust’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 | $690K | Hold |
6,650
| – | – | 0.34% | 53 |
|
|
2025
Q1 | $727K | Hold |
6,650
| – | – | 0.42% | 50 |
|
|
2024
Q4 | $613K | Hold |
6,650
| – | – | 0.34% | 45 |
|
|
2024
Q3 | $682K | Hold |
6,650
| – | – | 0.38% | 51 |
|
|
2024
Q2 | $583K | Hold |
6,650
| – | – | 0.34% | 56 |
|
|
2024
Q1 | $573K | Buy |
+6,650
| New | +$573K | 0.35% | 56 |
|
|
2023
Q4 | – | Sell |
-8,635
| Closed | -$650K | – | 145 |
|
|
2023
Q3 | $650K | Buy |
+8,635
| New | +$650K | 0.49% | 38 |
|
|
2023
Q2 | – | Sell |
-2,565
| Closed | -$233K | – | 126 |
|
|
2023
Q1 | $233K | Sell |
2,565
-730
| -22% | -$66.4K | 0.18% | 103 |
|
|
2022
Q4 | $313K | Buy |
+3,295
| New | +$313K | 0.28% | 74 |
|