Arax Advisory Partners’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 | $618K | Buy |
4,819
+304
| +7% | +$39K | 0.03% | 342 |
|
|
2025
Q1 | $493K | Sell |
4,515
-2,671
| -37% | -$292K | 0.03% | 321 |
|
|
2024
Q4 | $663K | Buy |
7,186
+5,843
| +435% | +$539K | 0.04% | 234 |
|
|
2024
Q3 | $138K | Buy |
1,343
+36
| +3% | +$3.69K | 0.01% | 424 |
|
|
2024
Q2 | $115K | Buy |
1,307
+44
| +3% | +$3.86K | 0.01% | 449 |
|
|
2024
Q1 | $109K | Buy |
1,263
+439
| +53% | +$37.8K | 0.01% | 376 |
|
|
2023
Q4 | $67K | Sell |
824
-68
| -8% | -$5.53K | 0.01% | 426 |
|
|
2023
Q3 | $67.1K | Buy |
892
+87
| +11% | +$6.54K | 0.01% | 418 |
|
|
2023
Q2 | $67.8K | Buy |
805
+1
| +0.1% | +$84 | 0.01% | 419 |
|
|
2023
Q1 | $73.2K | Buy |
804
+7
| +0.9% | +$637 | 0.01% | 397 |
|
|
2022
Q4 | $75.7K | Sell |
797
-32
| -4% | -$3.04K | 0.01% | 378 |
|
|
2022
Q3 | $72K | Buy |
829
+5
| +0.6% | +$434 | 0.01% | 365 |
|
|
2022
Q2 | $79K | Buy |
824
+16
| +2% | +$1.53K | 0.01% | 345 |
|
|
2022
Q1 | $81K | Buy |
808
+44
| +6% | +$4.41K | 0.01% | 371 |
|
|
2021
Q4 | $68K | Sell |
764
-132
| -15% | -$11.7K | 0.01% | 416 |
|
|
2021
Q3 | $73K | Buy |
896
+155
| +21% | +$12.6K | 0.01% | 396 |
|
|
2021
Q2 | $63K | Buy |
+741
| New | +$63K | 0.01% | 433 |
|
|
2020
Q4 | $61K | Buy |
728
+6
| +0.8% | +$503 | 0.01% | 380 |
|
|
2020
Q3 | $59K | Buy |
722
+6
| +0.8% | +$490 | 0.01% | 353 |
|
|
2020
Q2 | $57K | Buy |
716
+7
| +1% | +$557 | 0.01% | 340 |
|
|
2020
Q1 | $57K | Sell |
709
-700
| -50% | -$56.3K | 0.01% | 308 |
|
|
2019
Q4 | $133K | Buy |
1,409
+11
| +0.8% | +$1.04K | 0.04% | 215 |
|
|
2019
Q3 | $131K | Buy |
1,398
+10
| +0.7% | +$937 | 0.04% | 204 |
|
|
2019
Q2 | $122K | Buy |
+1,388
| New | +$122K | 0.04% | 205 |
|
|
2018
Q4 | $134K | Sell |
1,796
-483
| -21% | -$36K | 0.05% | 149 |
|
|
2018
Q3 | $162K | Sell |
2,279
-201
| -8% | -$14.3K | 0.07% | 136 |
|
|
2018
Q2 | $171K | Buy |
2,480
+180
| +8% | +$12.4K | 0.08% | 107 |
|
|
2018
Q1 | $157K | Sell |
2,300
-362
| -14% | -$24.7K | 0.08% | 99 |
|
|
2017
Q4 | $195K | Buy |
2,662
+19
| +0.7% | +$1.39K | 0.08% | 98 |
|
|
2017
Q3 | $185K | Sell |
2,643
-2,082
| -44% | -$146K | 0.09% | 98 |
|
|
2017
Q2 | $324K | Sell |
4,725
-1,482
| -24% | -$102K | 0.15% | 59 |
|
|
2017
Q1 | $416K | Sell |
6,207
-222
| -3% | -$14.9K | 0.2% | 35 |
|
|
2016
Q4 | $405K | Buy |
+6,429
| New | +$405K | 0.2% | 31 |
|