Apella Capital’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Buy |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $357K | Hold |
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|
2020
Q2 | $348K | Hold |
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|
2020
Q1 | $349K | Buy |
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