American Trust 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	–	Sell	-8,305	Closed	-$907K	–	84
2025 Q1	$907K	Buy	8,305 +780	+10%	+$85.2K	0.38%	50
2024 Q4	$694K	Buy	7,525 +1,770	+31%	+$163K	0.28%	63
2024 Q3	$590K	Buy	+5,755	New	+$590K	0.24%	62