Americana Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,489
| Closed | -$933K | – | 339 |
|
|
2023
Q4 | $933K | Sell |
11,489
-3,387
| -23% | -$275K | 0.09% | 168 |
|
|
2023
Q3 | $1.1M | Buy |
14,876
+1,321
| +10% | +$97.7K | 0.12% | 145 |
|
|
2023
Q2 | $1.14M | Buy |
13,555
+2,001
| +17% | +$168K | 0.15% | 131 |
|
|
2023
Q1 | $1.05M | Buy |
11,554
+131
| +1% | +$11.9K | 0.17% | 127 |
|
|
2022
Q4 | $1.08M | Sell |
11,423
-66
| -0.6% | -$6.27K | 0.19% | 113 |
|
|
2022
Q3 | $993K | Buy |
11,489
+243
| +2% | +$21K | 0.18% | 114 |
|
|
2022
Q2 | $1.08M | Hold |
11,246
| – | – | 0.19% | 107 |
|
|
2022
Q1 | $0 | Buy |
+11,246
| New | – | ﹤0.01% | 234 |
|
|
2020
Q1 | – | Sell |
-153
| Closed | -$14K | – | 115 |
|
|
2019
Q4 | $14K | Buy |
+153
| New | +$14K | 0.01% | 401 |
|