Ameritas Advisory Services’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
$968K Sell
9,326
-2,499
-21% -$259K 0.05% 354
2025
Q1
$1.23M Sell
11,825
-374
-3% -$38.9K 0.05% 338
2024
Q4
$1.13M Sell
12,199
-19
-0.2% -$1.75K 0.04% 385
2024
Q3
$1.25M Sell
12,218
-211
-2% -$21.6K 0.05% 327
2024
Q2
$1.09M Sell
12,429
-592
-5% -$51.9K 0.04% 387
2024
Q1
$1.13M Sell
13,021
-5,316
-29% -$461K 0.05% 345
2023
Q4
$1.47M Buy
18,337
+126
+0.7% +$10.1K 0.08% 220
2023
Q3
$1.37M Buy
18,211
+15,405
+549% +$1.16M 0.07% 269
2023
Q2
$237K Sell
2,806
-2,943
-51% -$248K 0.03% 480
2023
Q1
$533K Sell
5,749
-4,626
-45% -$429K 0.03% 465
2022
Q4
$985K Buy
10,375
+3,769
+57% +$358K 0.05% 351
2022
Q3
$571K Buy
6,606
+478
+8% +$41.3K 0.03% 401
2022
Q2
$588K Sell
6,128
-46
-0.7% -$4.41K 0.03% 411
2022
Q1
$616K Sell
6,174
-63
-1% -$6.29K 0.02% 449
2021
Q4
$555K Buy
+6,237
New +$555K 0.02% 475