Arkadios 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 | $3.61M | Buy |
34,772
+551
| +2% | +$57.2K | 0.11% | 207 |
|
|
2025
Q1 | $3.74M | Buy |
34,221
+9,402
| +38% | +$1.03M | 0.14% | 168 |
|
|
2024
Q4 | $2.29M | Sell |
24,819
-1,987
| -7% | -$183K | 0.12% | 156 |
|
|
2024
Q3 | $2.75M | Sell |
26,806
-1,002
| -4% | -$103K | 0.16% | 135 |
|
|
2024
Q2 | $2.44M | Sell |
27,808
-2,545
| -8% | -$223K | 0.16% | 136 |
|
|
2024
Q1 | $2.61M | Sell |
30,353
-15,210
| -33% | -$1.31M | 0.2% | 115 |
|
|
2023
Q4 | $3.7M | Buy |
45,563
+1,718
| +4% | +$140K | 0.31% | 74 |
|
|
2023
Q3 | $3.3M | Buy |
43,845
+16,650
| +61% | +$1.25M | 0.31% | 73 |
|
|
2023
Q2 | $2.29M | Sell |
27,195
-725
| -3% | -$61K | 0.27% | 94 |
|
|
2023
Q1 | $2.54M | Buy |
27,920
+2,811
| +11% | +$256K | 0.3% | 87 |
|
|
2022
Q4 | $2.38M | Buy |
25,109
+2,852
| +13% | +$271K | 0.32% | 88 |
|
|
2022
Q3 | $1.92M | Buy |
22,257
+3,488
| +19% | +$302K | 0.29% | 96 |
|
|
2022
Q2 | $1.8M | Buy |
18,769
+2,977
| +19% | +$286K | 0.27% | 102 |
|
|
2022
Q1 | $1.58M | Buy |
15,792
+6,582
| +71% | +$657K | 0.21% | 126 |
|
|
2021
Q4 | $819K | Buy |
9,210
+2,542
| +38% | +$226K | 0.11% | 212 |
|
|
2021
Q3 | $541K | Buy |
6,668
+441
| +7% | +$35.8K | 0.08% | 273 |
|
|
2021
Q2 | $526K | Buy |
6,227
+5,220
| +518% | +$441K | 0.06% | 318 |
|
|
2021
Q1 | $85K | Buy |
1,007
+670
| +199% | +$56.6K | 0.01% | 568 |
|
|
2020
Q4 | $28K | Buy |
337
+44
| +15% | +$3.66K | 0.01% | 667 |
|
|
2020
Q3 | $26.8K | Sell |
293
-695
| -70% | -$63.7K | 0.01% | 540 |
|
|
2020
Q2 | $84.4K | Buy |
988
+100
| +11% | +$8.54K | 0.05% | 280 |
|
|
2020
Q1 | $71K | Sell |
888
-57
| -6% | -$4.56K | 0.05% | 288 |
|
|
2019
Q4 | $97.2K | Buy |
+945
| New | +$97.2K | 0.06% | 234 |
|