AssuredPartners Investment 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
Sell
-2,753
Closed -$301K 243
2025
Q1
$301K Sell
2,753
-896
-25% -$97.9K 0.06% 268
2024
Q4
$337K Buy
+3,649
New +$337K 0.07% 262