Arete Wealth 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
Q2 | $650K | Buy |
6,263
+240
| +4% | +$24.9K | 0.05% | 343 |
|
|
2025
Q1 | $658K | Buy |
6,023
+176
| +3% | +$19.2K | 0.05% | 320 |
|
|
2024
Q4 | $538K | Buy |
5,847
+1,147
| +24% | +$106K | 0.04% | 394 |
|
|
2024
Q3 | $482K | Sell |
4,700
-479
| -9% | -$49.1K | 0.04% | 385 |
|
|
2024
Q2 | $454K | Buy |
+5,179
| New | +$454K | 0.04% | 415 |
|
|
2023
Q2 | – | Sell |
-3,379
| Closed | -$307K | – | 667 |
|
|
2023
Q1 | $307K | Sell |
3,379
-96
| -3% | -$8.72K | 0.03% | 469 |
|
|
2022
Q4 | $330M | Buy |
3,475
+558
| +19% | +$53M | 0.03% | 432 |
|
|
2022
Q3 | $252K | Buy |
2,917
+312
| +12% | +$27K | 0.02% | 451 |
|
|
2022
Q2 | $250K | Buy |
+2,605
| New | +$250K | 0.03% | 374 |
|
|
2022
Q1 | – | Sell |
-2,549
| Closed | -$226K | – | 510 |
|
|
2021
Q4 | $226K | Sell |
2,549
-41
| -2% | -$3.64K | 0.02% | 444 |
|
|
2021
Q3 | $210K | Buy |
+2,590
| New | +$210K | 0.02% | 388 |
|
|
2021
Q2 | – | Sell |
-2,603
| Closed | -$221K | – | 376 |
|
|
2021
Q1 | $221K | Buy |
2,603
+179
| +7% | +$15.2K | 0.03% | 373 |
|
|
2020
Q4 | $202K | Sell |
2,424
-806
| -25% | -$67.2K | 0.03% | 385 |
|
|
2020
Q3 | $275K | Sell |
3,230
-2,265
| -41% | -$193K | 0.04% | 303 |
|
|
2020
Q2 | $438K | Sell |
5,495
-98
| -2% | -$7.81K | 0.08% | 237 |
|
|
2020
Q1 | $447K | Buy |
5,593
+2,934
| +110% | +$234K | 0.09% | 205 |
|
|
2019
Q4 | $251K | Sell |
2,659
-485
| -15% | -$45.8K | 0.04% | 328 |
|
|
2019
Q3 | $295K | Buy |
3,144
+3
| +0.1% | +$281 | 0.06% | 293 |
|
|
2019
Q2 | $276K | Buy |
3,141
+47
| +2% | +$4.13K | 0.05% | 312 |
|
|
2019
Q1 | $259K | Sell |
3,094
-315
| -9% | -$26.4K | 0.05% | 311 |
|
|
2018
Q4 | $255K | Buy |
3,409
+17
| +0.5% | +$1.27K | 0.06% | 297 |
|
|
2018
Q3 | $240K | Buy |
3,392
+134
| +4% | +$9.48K | 0.05% | 311 |
|
|
2018
Q2 | $226K | Buy |
+3,258
| New | +$226K | 0.05% | 325 |
|