Anchor Investment Management’s American Electric Power AEP Stock Holding History

Anchor Investment Management’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$439K	Hold	4,235	–	–	0.04%	273
2025 Q1	$463K	Hold	4,235	–	–	0.04%	267
2024 Q4	$391K	Sell	4,235 -922	-18%	-$85K	0.04%	280
2024 Q3	$529K	Hold	5,157	–	–	0.05%	251
2024 Q2	$452K	Hold	5,157	–	–	0.05%	250
2024 Q1	$444K	Sell	5,157 -487	-9%	-$41.9K	0.05%	258
2023 Q4	$458K	Hold	5,644	–	–	0.05%	251
2023 Q3	$425K	Hold	5,644	–	–	0.06%	247
2023 Q2	$475K	Sell	5,644 -100	-2%	-$8.42K	0.06%	235
2023 Q1	$523K	Sell	5,744 -30	-0.5%	-$2.73K	0.07%	226
2022 Q4	$548K	Hold	5,774	–	–	0.08%	222
2022 Q3	$499K	Hold	5,774	–	–	0.08%	221
2022 Q2	$554K	Hold	5,774	–	–	0.08%	208
2022 Q1	$576K	Sell	5,774 -100	-2%	-$9.98K	0.07%	226
2021 Q4	$523K	Hold	5,874	–	–	0.06%	237
2021 Q3	$477K	Sell	5,874 -400	-6%	-$32.5K	0.07%	239
2021 Q2	$531K	Sell	6,274 -700	-10%	-$59.2K	0.07%	225
2021 Q1	$591K	Sell	6,974 -200	-3%	-$16.9K	0.09%	202
2020 Q4	$597K	Buy	7,174 +4,044	+129%	+$337K	0.11%	171
2020 Q3	$256K	Sell	3,130 -14	-0.4%	-$1.14K	0.05%	242
2020 Q2	$250K	Hold	3,144	–	–	0.06%	226
2020 Q1	$251K	Buy	3,144 +14	+0.4%	+$1.12K	0.06%	217
2019 Q4	$296K	Hold	3,130	–	–	0.06%	227
2019 Q3	$293K	Hold	3,130	–	–	0.07%	229
2019 Q2	$275K	Hold	3,130	–	–	0.07%	238
2019 Q1	$262K	Hold	3,130	–	–	0.07%	237
2018 Q4	$234K	Hold	3,130	–	–	0.07%	241
2018 Q3	$222K	Hold	3,130	–	–	0.05%	280
2018 Q2	$217K	Hold	3,130	–	–	0.05%	283
2018 Q1	$215K	Sell	3,130 -100	-3%	-$6.86K	0.06%	285
2017 Q4	$238K	Hold	3,230	–	–	0.06%	254
2017 Q3	$227K	Hold	3,230	–	–	0.07%	251
2017 Q2	$224K	Sell	3,230 -32	-1%	-$2.22K	0.07%	230
2017 Q1	$219K	Hold	3,262	–	–	0.08%	225
2016 Q4	$205K	Hold	3,262	–	–	0.08%	226
2016 Q3	$209K	Buy	3,262 +30	+0.9%	+$1.93K	0.08%	218
2016 Q2	$227K	Hold	3,232	–	–	0.09%	202
2016 Q1	$215K	Buy	+3,232	New	+$215K	0.09%	198