Angeles 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
Q1 | – | Sell |
-3,208
| Closed | -$296K | – | 37 |
|
|
2024
Q4 | $296K | Sell |
3,208
-283
| -8% | -$26.1K | 0.01% | 141 |
|
|
2024
Q3 | $358K | Hold |
3,491
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $306K | Sell |
3,491
-126
| -3% | -$11.1K | 0.02% | 161 |
|
|
2024
Q1 | $311K | Buy |
3,617
+1,020
| +39% | +$87.8K | 0.02% | 164 |
|
|
2023
Q4 | $211K | Buy |
+2,597
| New | +$211K | 0.01% | 180 |
|
|
2023
Q3 | – | Sell |
-2,385
| Closed | -$201K | – | 184 |
|
|
2023
Q2 | $201K | Buy |
+2,385
| New | +$201K | 0.02% | 150 |
|