Apella Capital’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 | $508K | Buy |
4,878
+268
| +6% | +$27.9K | 0.01% | 292 |
|
|
2025
Q1 | $472K | Buy |
4,610
+205
| +5% | +$21K | 0.02% | 259 |
|
|
2024
Q4 | $406K | Buy |
4,405
+133
| +3% | +$12.3K | 0.02% | 250 |
|
|
2024
Q3 | $435K | Buy |
4,272
+23
| +0.5% | +$2.34K | 0.02% | 228 |
|
|
2024
Q2 | $373K | Buy |
4,249
+47
| +1% | +$4.12K | 0.02% | 231 |
|
|
2024
Q1 | $358K | Buy |
4,202
+25
| +0.6% | +$2.13K | 0.02% | 224 |
|
|
2023
Q4 | $348K | Buy |
+4,177
| New | +$348K | 0.02% | 224 |
|
|
2021
Q2 | – | Sell |
-2,922
| Closed | -$248K | – | 205 |
|
|
2021
Q1 | $248K | Sell |
2,922
-717
| -20% | -$60.9K | 0.08% | 119 |
|
|
2020
Q4 | $303K | Sell |
3,639
-725
| -17% | -$60.4K | 0.11% | 105 |
|
|
2020
Q3 | $357K | Hold |
4,364
| – | – | 0.14% | 94 |
|
|
2020
Q2 | $348K | Hold |
4,364
| – | – | 0.16% | 92 |
|
|
2020
Q1 | $349K | Buy |
+4,364
| New | +$349K | 0.2% | 80 |
|